Idaho Falls, ID Office

Cooper Norman Wealth, LLC provides discretionary investment management, retirement plan advisory (including serving as a 3(38) fiduciary and offering 3(21) participant-directed plan services), and standalone financial planning and consulting. The firm reports $15,869,932 in discretionary assets under management and a small client roster (23 clients), and it charges percentage-of-AUM fees for investment management and hourly fees ($150–$350) for standalone planning.

The firm’s investment process emphasizes allocation across individual equities, fixed income, mutual funds, and ETFs, and may include interval funds, unaffiliated private investment funds, or cryptocurrency exposure via exchange-traded securities when consistent with client objectives. Accounts are monitored on an ongoing basis with quarterly reviews for advisory clients, and the firm may select sub-advisers or delegate management as described in its advisory agreements.

What distinguishes Cooper Norman Wealth in its disclosures is its affiliation with an accounting firm, Cooper Norman, PLLC, and that certain representatives are CPAs who may provide accounting or tax services under separate agreements—an arrangement the brochure notes and discloses as a conflict of interest. The firm also documents use of AI tools under an AI policy and highlights retirement-plan specific services and discretionary management (with $0 reported non-discretionary AUM), indicating a focus on plan and institutional-type accounts rather than broad retail or high-net-worth individual programs.