Wood Tarver Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$461,923,030
Clients
575
Advisors
5
across 2 offices
About
Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), employer‑sponsored plans, foundations, trusts, and charitable organizations. The firm’s team of four advisors manages approximately $489 million in discretionary assets across about 575 client relationships.
The firm typically constructs portfolios guided by Modern Portfolio Theory and manages most accounts on a discretionary basis, tailoring asset allocation and securities selection to clients’ goals, risk tolerance, and time horizon. Wood Tarver may use third‑party sub‑advisors and independent managers and offers a sponsored wrap‑fee program that centralizes trading and administrative services for comprehensively managed accounts.
Distinctive features include the firm’s sponsorship of a wrap‑fee program and its explicit provision of participant education and plan‑sponsor consulting for retirement plans, services that are less common among peer team firms. Managing 575 client relationships across four advisors results in a relatively high client‑to‑advisor workload compared with many peers, which the firm addresses in part through delegated independent managers and program offerings.
Client services
Expertise
Fee options
Fixed fee up to $2,500 per financial plan
$0 - $800,000: 1.00% $800,001 - $1,150,000: 0.90% $1,150,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $6,000,000: 0.65% $6,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Up to $250 per hour for standalone Financial Planning
Account minimum: $350,000 Minimum fee: Clients with less than $350,000 may be charged a minimum rate of 1.20% annually Fee-only: Fixed fee up to $2,500 per plan or up to $250 per hour for standalone Financial Planning
Main office
See office3232 E Barber Valley Drive
Boise ID 83716
Advisors at this office
4
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Idaho · Oregon · Texas · Utah · Washington
Also doing business as
Kelly Wood Financial Group, LLC · Wood Financial · Wood Tarver Financial · Wood Tarver Financial Group, LLC
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.
Quick links
Advisors at this firm
Amanda W
Series 65
Boise, ID
Wood Tarver Financial
Amanda Writer is a Series 65-licensed financial advisor with nine years of industry experience. She currently works at Wood Tarver Financial in Boise, ID, where she has been since 2021. Previously, she was employed at Rathbone Warwick Investment Management for five years. Wood Tarver Financial is a team-based firm serving individuals, including high-net-worth clients, employer-sponsored plans, foundations, trusts, and charitable organizations. The firm manages approximately $489 million in discretionary assets across about 575 client relationships, using a portfolio approach guided by Modern Portfolio Theory and offering a sponsored wrap-fee program along with retirement plan consulting and participant education.
Jordan B
Series 65
Boise, ID
Wood Tarver Financial
Jordan Boyd is a Series 65-licensed financial advisor with Wood Tarver Financial in Boise, ID, where he has worked since 2019. He has two years of industry experience and previously held roles at Paylocity and Boise State University. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs a Modern Portfolio Theory framework combined with multiple analytical approaches and offers portfolio management through a wrap fee program.
Nathan T
CFP®, Series 65
Boise, ID
Wood Tarver Financial
Nathan Tarver is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Wood Tarver Financial since 2023 and previously spent four years at PricewaterhouseCoopers followed by three years at Paladini Financial Advisors LLC. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, foundations, trusts, and charitable organizations. The firm manages approximately $489 million in discretionary assets across 575 client relationships, employing Modern Portfolio Theory and utilizing third-party sub-advisors and a sponsored wrap-fee program to tailor portfolios according to client goals and risk tolerance.
Eric T
Series 65
Boise, ID
Wood Tarver Financial
Eric Tarver is a financial advisor at Wood Tarver Financial in Boise, Idaho, holding a Series 65 designation with seven years of industry experience. His prior experience includes two years at KPMG and early work with Wood Financial Group, LLC. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting services to individuals, employer-sponsored plans, foundations, trusts, and charitable organizations. The firm manages approximately $489 million in discretionary assets across about 575 client relationships, using a portfolio construction approach guided by Modern Portfolio Theory and offering a wrap-fee program and plan-sponsor consulting services.
David T
Series 63, Series 65
Boise, ID
Wood Tarver Financial
David Tarver is a financial advisor at Wood Tarver Financial in Boise, ID, holding Series 63 and Series 65 licenses with 35 years of industry experience. He worked at UBS Financial Services for 25 years before joining Wood Tarver Financial in 2026. Wood Tarver Financial provides wealth management, financial planning, and retirement consulting to individuals, including high-net-worth clients, as well as employer-sponsored plans, foundations, trusts, and charitable organizations. The firm manages approximately $489 million in discretionary assets across about 575 client relationships, typically using Modern Portfolio Theory to tailor portfolios according to clients’ goals and risk tolerance.
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