Wood Tarver Financial fees
Financial planner in Boise, Idaho. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 1, 2026, Wood Tarver Financial (Boise, ID) charges up to $250 an hour and a flat or project fee of up to $2,500 for financial planning.
- Website: woodtarverfinancial.com (opens in new tab)
- Call (208) 343-2001
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the Boise median of $375. Capped at $250, at or below the Idaho median of $300.
“For standalone Financial Planning, our fixed fee is up to $2,500 per plan or up to $250 per hour.”
- Flat or project fee
- Up to $2,500
Capped at $2,500, at or below the Boise median of $5,375. Capped at $2,500, at or below the Idaho median of $5,500.
From the same sentence as above.
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 5 employees
- Registered since
- 2018 (8 years)
How Wood Tarver Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Planning Fees are billed at the execution of the Financial Planning Agreement and delivery of the Financial Plan or Report will conclude the services provided.”
About Wood Tarver Financial
“Wood Tarver Financial Group, LLC (“Wood Tarver”) was established in 2018 to provide Wealth Management, Financial Planning and Retirement Plan Consulting for individuals, high net worth individuals, foundations, employer sponsored retirement plans, charitable organizations, institutions, trusts, and estates.”
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 575
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $489 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of April 1, 2026
- CRD number
- 298793 (opens in new tab)
- Phone
- (208) 343-2001
Registered or notice filed in 9 states: Arizona, California, Colorado, Florida, Idaho, Oregon, Texas, Utah, Washington
Other planners in Boise that publish fees
- Figure 8 Investment Strategies LLCBoiseFlat $500-$20,000
- Arc Advisers LLCBoiseHourly $400/hr, Flat $1,000-$10,000
- Madrone Financial PlanningBoiseHourly $400/hr, Flat $500-$10,000
- Silveria Wealth Group, LLCBoiseHourly $500/hr
- Private Wealth AdvisorsBoiseHourly $250/hr, Flat $500-$2,500
- Integrated Financial Management, LLCBoiseFlat $500-$1,500, Annual $500/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.