Advisor at InvestiFI Wealth Management 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
InvestiFI Wealth Management LLC
Location
Kimberly, ID
Credentials
CFP®, PFS™
Industry experience
4 years
David Walquist is a CFP® and PFS™ credentialed advisor at InvestiFI Wealth Management LLC with four years of industry experience. He is also a partner at Moore Van Engelen Pollow CPAs Chtd, where he has worked for over ten years. Walquist may refer clients between his advisory firm and the accounting practice without receiving compensation. InvestiFI Wealth Management LLC is a state-registered independent advisory firm serving individuals, high-net-worth clients, charitable organizations, corporations, and small businesses. The firm employs a passive, asset-allocation investment approach based on Modern Portfolio Theory, offering ongoing portfolio management, financial planning, and project-based consulting with discretionary account supervision.
Based on InvestiFI Wealth Management LLC
Based on InvestiFI Wealth Management LLC
Integrated Financial Planning upfront charge of $500 - $10,000; Limited Scope Financial Planning project fees $500 - $10,000
$0 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Financial planning services at $300 per hour; General consulting services at $300 per hour; Retirement plan consulting at $300 per hour if not using AUM fee
Integrated Financial Planning ongoing monthly fee $300 - $2,000 per month
Fee-only: Financial planning hourly rate $300/hour; Integrated Financial Planning monthly fee $300 - $2,000 per month plus upfront fee $500 - $10,000; Limited Scope Financial Planning project fees $500 - $10,000; General consulting $300/hour; Educational seminars fees free to $10,000 per seminar or $0 to $30 per participant
Kimberly, ID
Idaho · Nevada
InvestiFI Wealth Management LLC
2021 - Present (5 years)
Moore Van Engelen Pollow CPAs Chtd
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
PFS™
Twin Falls, ID
Harris Wealth Management, LLC
Series 65, Series 66
Twin Falls, ID
Harris Wealth Management, LLC
Series 65
Twin Falls, ID
Forefront
Series 63, Series 65
Twin Falls, ID
Forefront
Series 63, Series 65
Twin Falls, ID
Clear Creek Financial Management, LLC
CFP®, Series 66
Twin Falls, ID
The Fiduciary Alliance
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")