Advisor at Snake River Investment Counsel LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Snake River Investment Counsel LLC
Location
Idaho Falls, ID 83401
Credentials
CFP®, CFA®, Series 63
Industry experience
10 years
Consulting services fees for Professional Service Firms typically up to $10,000 per quarter, payable quarterly in arrears
$0 - $500,000: 1.00% annually (paid quarterly) $500,001+: 0.25% annually (paid quarterly)
Hourly rates for ongoing asset management & financial planning: Staff $100/hour, Associate Advisor $200/hour, Advisor $300/hour
Minimum fee: Minimum quarterly fee of $625 for ongoing asset management & financial planning for non-retirement and retirement plan clients Fee-only: Standalone financial planning fees charged on a fixed-fee basis, quarterly in arrears; WA clients have tiered fixed fees: Basic $250/quarter, Intermediate $500/quarter, Advanced $1,250/quarter
Snake River Investment Counsel (formerly Wealth Elevated, LLC)
2021 - Present (5 years)
Onyx Financial Advisors, LLC
2019 - 2021 (2 years)
Wealth Elevated, LLC
2017 - 2019 (2 years)
Sanctuary Wealth
2017 - 2017 (1 year)
Kalos Capital, Inc.
2017 - 2017 (1 year)
MRA Associates
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
CFP®
Idaho Falls, ID
Good Better Best Financial Planning LLC
In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.
Series 66
Idaho Falls, ID
Edward Jones
Series 66
Idaho Falls, ID
Edward Jones
Series 66
Idaho Falls, ID
Edward Jones
Series 66
Idaho Falls, ID
Edward Jones
Series 66
Idaho Falls, ID
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")