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Dale Norton Jr.

Advisor at Asset & Retirement Management

Updated today

Location

Rigby, ID

Credentials

Series 63

Industry experience

42 years

About

Dale Norton is a financial advisor with Asset & Retirement Management in Rigby, ID, holding a Series 63 credential and over 42 years of industry experience. He has worked at his current firm since 2005 and previously at Independent Financial Group from 2011 to 2016. In addition to his advisory work, Norton owns and operates an accounting and tax preparation business. Asset & Retirement Management serves retail clients, including individuals, trusts, and retirement accounts, providing discretionary portfolio management and financial planning. The firm primarily uses a third-party turnkey asset management platform alongside mutual fund and annuity programs, tailoring diversified portfolios based on client risk tolerance.

Client services

Based on Asset & Retirement Management

Portfolio management Selection of other advisers

Expertise

Based on Asset & Retirement Management

Wealth management Income planning Annuities Cash flow / budgeting

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Fee options

Fixed

Financial Planning Services fixed fees range from $250 to $5,000

Percentage

$0 - $250,000: 2.0% $250,001 - $500,000: 1.95% $500,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001+: 1.65%

Project-based

$250 - $350 per hour for Financial Planning Services

Other

Account minimum: $25,000 Fee-only: Financial Planning Services: $250 - $5,000 fixed fee; $250 - $350 hourly rate, fees negotiable, often waived if investment management services are used

Location

Rigby, ID

Most active in

California

Work history

Independent Financial group

2011 - 2016 (5 years)

Asset & Retirement Management

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Daniel G

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.

Business ownership considerations Family Business Business succession planning Gen Y/Millennials (Born 1980-1995)
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Benjamin F

CFP®, Series 66

Idaho Falls, ID

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Benjamin Fuhriman is a CFP® professional with seven years of experience in financial advising. He is the principal advisor at Teton Crest Wealth Planning in Idaho Falls, ID. Prior to founding his firm, he worked at Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Outside of his advisory work, Fuhriman serves as a Precinct Committeeman in Bingham County and is a candidate for the Idaho State House of Representatives. Teton Crest Wealth Planning serves individuals, trusts, and business entities with portfolio management and comprehensive financial planning tailored to client goals and risk tolerance. The firm uses fundamental analysis, quarterly reviews, and an external advisory committee to guide investment decisions, and provides technology-enabled reporting alongside a CFP-aligned financial planning process.

Options & derivatives strategies Cash flow / budgeting Debt management
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Christian M

CFP®, CFA®, Series 63

Idaho Falls, ID

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Christian Moon is a CFP® and CFA® with 10 years of industry experience. He is currently an advisor at Snake River Investment Counsel LLC, where he has worked since 2017 through the firm’s prior iterations. His career includes roles at Onyx Financial Advisors, Sanctuary Wealth, Kalos Capital, and MRA Associates. Snake River Investment Counsel LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines asset allocation and modern portfolio theory with a small-team approach, managing approximately $49 million for around 122 clients and offering specialized ERISA fiduciary services for retirement plans.

Retirement income strategy Founder/Business Owner Executive
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CFP®, Series 65

Idaho Falls, ID

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Aaron Freeman is a CFP® with one year of industry experience, currently serving at Snake River Investment Counsel LLC. He has held roles at several firms including KFG, LLC, Kahler Financial Group, Inc., and Perspective Wealth Partners. Outside of his advisory work, he is involved with Consumer Direct, an organization that supports older adults and individuals with disabilities to maintain independence in their homes and communities. Snake River Investment Counsel LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $49 million for about 122 clients, employing an investment approach based on asset allocation and modern portfolio theory, and offers specialized fiduciary services for retirement plans.

Retirement income strategy Founder/Business Owner Executive
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Ryan C

Series 63, Series 66

Idaho Falls, ID

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Ryan Coiner is a financial advisor with Integrity Financial Group in Idaho Falls, ID, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at American United Life and OneAmerica Securities. Outside of advising, he owns and operates several businesses related to agriculture, livestock, residential real estate development, and hospitality. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, as well as business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, managing accounts on a discretionary basis through the AssetMark platform.

ESG / Sustainable investing Real estate investing
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Colter Y

Series 65

Idaho Falls, ID

The Norden Group LLC

Colter Yde is a financial advisor at The Norden Group LLC with seven years of industry experience. He holds a Series 65 designation and has worked at TownSquare Capital and Bander Investments prior to joining The Norden Group. Outside of financial advising, Yde is involved with Fall Pest Services, a business he has been associated with since 2017. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets primarily on a discretionary basis. The firm implements model portfolios and third-party money managers, offering a broad investment universe and incorporating insurance products as part of its financial planning services.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Retirement income strategy Annuities Founder/Business Owner
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