Viewpoint Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Viewpoint Advisory is a fee-only, state-registered independent adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts and retirement plans. Services described in the brochure include investment strategy, asset selection and allocation, rebalancing, income generation and occasional educational workshops.
The firm follows a long-term, buy-and-hold investment approach rooted in Modern Portfolio Theory, favoring broadly diversified allocations across global equity and fixed-income mutual funds and ETFs with regular portfolio reviews and rebalancing. It operates under a fiduciary standard and conducts account reviews at least quarterly, with client-specific plans that address goals, time horizon and risk tolerance.
Distinctively for a solo independent adviser, the firm also manages institutional-style accounts such as retirement plans and trusts—an arrangement that is statistically uncommon among similar independent firms—and reports roughly $103 million in discretionary assets across a small client base. Operational practices noted in the brochure include recommending a single major custodian for execution and administration, declining third‑party referral compensation, and leaving proxy voting authority with clients rather than voting proxies on their behalf.
Client services
Expertise
Fee options
$2,500 per one-time financial plan for clients without manageable assets.
$0 - $1,000,000: 0.90% annually $1,000,000+: 0.50% annually
Fee-only: Annual advisory fees charged quarterly in advance based on asset tiers; $2,500 for a one-time financial plan for clients without manageable assets.
Main office
Meridian ID
Advisors at this office
1
Most active in
Idaho · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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