Wood Tarver Financial's Form ADV discloses 1.00% on the first $800,000, 0.90% on the next $350,000, 0.85% on the next $850,000, 0.80% on the next $2 million, 0.65% on the next $2 million, 0.50% on the next $4 million, and negotiable rates above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #298793), Wood Tarver Financial is subject to fiduciary duty under federal law.
Wood Tarver Financial is headquartered in BOISE, ID.
Wood Tarver Financial serves 148 high-net-worth clients according to their SEC filing dated April 1, 2026. View client details ↓
According to their SEC Form ADV, Wood Tarver Financial offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
Wood Tarver Financial manages $489 million in client assets according to their SEC filing dated April 1, 2026.
According to their SEC Form ADV, Wood Tarver Financial serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓