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Ethan Hadley

Advisor at GPWM Advisors LLC

Updated today
GPWM Advisors LLC logo

Firm

GPWM Advisors LLC

Location

Eagle, ID 83616

Credentials

Series 66

Industry experience

18 years

About

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.

Client services

Based on GPWM Advisors LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on GPWM Advisors LLC

Business succession planning

Occupation focus

Based on GPWM Advisors LLC

Executive Founder/Business Owner

Fee options

Percentage

$0 - $25,000: 1.50% $25,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Other

Account minimum: $1,000,000 (typically requires clients to qualify as accredited investors via their net worth) Fee-only: Advisory fee based on assets under management as per tiered schedule; no commissions or other compensation from securities sales.

Location

339 W State Street, Suite 203

Eagle, ID 83616

Most active in

California · Idaho

Work history

GPWM Advisors LLC

2019 - Present (7 years)

Gryphon Private Wealth Management

2012 - 2019 (7 years)

Independent Financial group

2006 - 2019 (13 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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Richard B

CFP®, Series 65

Boise, ID

Table Rock Financial Planning

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

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

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Jeremy O

Series 65

Boise, ID

JCO Advisors LLC

Retirement withdrawal strategies College savings (529s, UTMA, etc.) Attorney Founder/Business Owner Established Professionals
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Collin T

CFP®, Series 65

Boise, ID

Arc Advisers LLC

ESG / Sustainable investing Tax-loss harvesting Charitable giving tax strategies General estate planning guidance Wealth management
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