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David Tidwell

Advisor at Interwest Investment Advisors, Inc

Updated today

Location

Boise, ID 83709

Credentials

Series 63, Series 65

Industry experience

27 years

About

David Tidwell is a financial advisor at Interwest Investment Advisors, Inc. in Boise, ID, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Interwest since 2006. Outside of his advisory role, he manages agricultural operations through JRT, LLC and serves as president of Treasure Enterprises Inc. Interwest Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services primarily to individual and high-net-worth clients. The firm emphasizes personalized asset allocation and portfolio monitoring, incorporating fundamental, technical, and cyclical analysis, and collaborates with a third-party portfolio manager to select and manage model strategies.

Client services

Based on Interwest Investment Advisors, Inc

Financial planning Portfolio management Pension consulting Selection of other advisers Third party money management

Expertise

Based on Interwest Investment Advisors, Inc

General retirement planning Income planning

Occupation focus

Based on Interwest Investment Advisors, Inc

Founder/Business Owner

Fee options

Fixed

Financial planning fixed fee up to $2,500 based on complexity.

Percentage

$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Project-based

$200 per hour for financial planning services.

Other

Fee-only: Financial planning fixed fees up to $2,500; hourly fees $200 per hour.

Location

1450 S. Eagle Flight Way, Suite 110

Boise, ID 83709

Most active in

Idaho · Minnesota · Montana · Nevada · Oregon · Texas · Washington

Work history

Legacy Services, LLC

2025 - Present (1 year)

JRT, LLC

2013 - Present (13 years)

Interwest Investment Advisors, Inc.

2006 - Present (20 years)

Treasure Interprises Inc.

2005 - Present (21 years)

Legacy Financial Advisors Inc.

2003 - Present (23 years)

David M.. Tidwell

1987 - Present (39 years)

Disclosures

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

Business activities & affiliations

Brennain V

Series 65

Boise, ID

XYPN Invest

Focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life. Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.

Wealth management Liquidity event planning Business ownership considerations Business exit / sale strategy Business succession planning Engineering Professional Established Professionals Mid-Career Professionals
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Ethan H

Series 66

Eagle, ID

GPWM Advisors LLC

Ethan Hadley is a financial advisor at GPWM Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Gryphon Private Wealth Management and Independent Financial Group. Outside of his advisory work, he has provided notary services in Idaho since 2006. GPWM Advisors is an independent, single-advisor firm managing approximately $28.9 million for about 45 clients. The firm serves a diverse client base including individuals, businesses, and institutional clients, offering financial planning, discretionary portfolio management, alternative investment advice, and educational seminars.

Business succession planning Executive Founder/Business Owner
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Richard B

CFP®, Series 65

Boise, ID

Table Rock Financial Planning

Richard Boss is a CFP® professional with 11 years of experience in financial advising, currently operating as the sole advisor at Table Rock Financial Planning in Boise, ID. He has been with Table Rock since 2009. Table Rock Financial Planning is an independent firm serving individuals, trusts, estates, pension plans, and businesses with fee-only financial planning, investment consultation, and discretionary investment supervisory services. The firm manages approximately $35.3 million in client assets, emphasizing a diversified, research-based investment approach that incorporates low-cost index funds and ETFs with a value tilt and selective active strategies.

General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy General tax planning Passive / index investing
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Brent F

CFP®, Series 63, Series 66

Eagle, ID

Ford Investment Counsel LLC

Brent Ford is a CFP® professional with 27 years of experience in the financial industry. He is the sole advisor at Ford Investment Counsel LLC, an independent firm he founded in 2021. Prior to this, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of advisory services, he is also an independent insurance agent. Ford Investment Counsel LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as qualified retirement plans. The firm emphasizes ERISA plan consulting and 3(38) fiduciary services, employing a mix of strategies tailored to clients’ goals, time horizons, and risk tolerances.

College savings (529s, UTMA, etc.) Retirement income strategy Debt management Cash flow / budgeting Options & derivatives strategies
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Gustavo G

Series 63, Series 65

Boise, ID

Integrated Financial Management, LLC

Gustavo Gonzalez is a financial advisor at Integrated Financial Management, LLC in Boise, ID, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capital Asset Management, LLC and First Allied Advisory Services, INC. Outside of advising, he serves as a board member for the Idaho Inferno Soccer Club and is a licensed notary. Integrated Financial Management, LLC provides advisory services to individuals and high-net-worth clients, focusing on financial planning and investment advice through third-party managed-account platforms rather than direct portfolio management. The firm conducts due diligence and ongoing reviews of recommended managers, utilizing mutual funds, ETFs, fixed income, insurance products, and select international securities.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance
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Stephen S

CFP®, Series 63

Eagle, ID

Schulmerich & Associates Asset Management, LLC

Stephen Schulmerich is a CFP® with 36 years of industry experience and is currently a principal at Schulmerich & Associates Asset Management, LLC. He has been associated with Schulmerich & Associates since 1993. In addition to his advisory role, he is also licensed as an insurance agent. Schulmerich & Associates Asset Management provides discretionary asset management services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm employs a Modern Portfolio Theory-based investment approach focused on strategic asset allocation, diversification, and the use of broadly diversified passive/index funds.

Passive / index investing Wealth management Retired Founder/Business Owner
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