A complete list of active advisors currently associated with Interwest Investment Advisors, Inc

Warmer can help you find a great advisor at Interwest Investment Advisors, Inc or one who fits your needs even better.

Interwest Investment Advisors, Inc. provides personalized financial planning, discretionary investment management, and retirement‑plan consulting to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, and also offers hourly and fixed‑fee planning engagements. The firm commonly charges percentage‑of‑AUM fees for portfolio management and delivers regular account reporting and reviews. Portfolios are tailored to each client’s objectives, time horizon, and risk tolerance using a mix of fundamental, technical, and cyclical analysis, with the firm typically providing quarterly reviews and exercising discretionary trading authority when authorized. Interwest also operates a co‑advisor relationship with Gradient Investments, LLC, through which it selects model portfolios, provides ongoing portfolio oversight, and shares in the management fees for certain strategies. Noteworthy differences from many peers include a formal ERISA 3(21) limited‑scope fiduciary service offering for retirement plans, explicit affiliations with another registered adviser and with insurance and estate‑service businesses tied to the firm’s president, and a fee‑sharing/incentive arrangement with Gradient Investments that is based on AUM thresholds. The brochure also discloses a prior civil settlement arising from a beneficiary‑change dispute (with no regulatory action) and explains potential conflicts from insurance commissions and third‑party fee sharing that the firm states are managed through disclosure and fiduciary procedures.

To learn more about the advisors currently working at Interwest Investment Advisors, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Tidwell	Boise, ID	28

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