Eric Tarver
Advisor at Wood Tarver Financial
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.
Advisor at Wood Tarver Financial
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.
Location
Boise, ID 83716
Credentials
Series 65
Industry experience
7 years
Eric Tarver is a financial advisor at Wood Tarver Financial in Boise, ID, holding a Series 65 designation with seven years of industry experience. He has worked at Wood Tarver Financial since 2018 and previously at KPMG from 2016 to 2018. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to individual clients, employer-sponsored plans, foundations, and other institutional clients. The firm manages accounts on a discretionary basis using a Modern Portfolio Theory framework combined with various analytical approaches, tailoring portfolios to clients’ risk tolerance and goals.
Based on Wood Tarver Financial
Based on Wood Tarver Financial
Fixed fee up to $2,500 per financial plan
$0 - $800,000: 1.00% $800,001 - $1,150,000: 0.90% $1,150,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $6,000,000: 0.65% $6,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Up to $250 per hour for standalone Financial Planning
Account minimum: $350,000 Minimum fee: Clients with less than $350,000 may be charged a minimum rate of 1.20% annually Fee-only: Fixed fee up to $2,500 per plan or up to $250 per hour for standalone Financial Planning
3232 E Barber Valley Drive
Boise, ID 83716
Idaho · Texas
Wood Tarver Financial
2018 - Present (8 years)
Wood Financial Group, LLC
2018 - 2018 (1 year)
Kpmg
2016 - 2018 (2 years)
College
2015 - 2016 (1 year)
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