Viewpoint Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$103,313,912
Clients
58
64% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
Very HighAverage account size
$1,781,274
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
Financial planning
Portfolio management
Expertise
Debt management
Cash flow / budgeting
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
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 location
Viewpoint Advisory, LLC
Meridian ID, United States
Number of offices
1
Most active in
Viewpoint Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Idaho · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")