Nathan 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
CFP®, Series 65
Industry experience
5 years
Nathan Tarver is a CFP® professional with five years of industry experience. He is currently an advisor at Wood Tarver Financial, where he has worked since 2023. Prior to this, he held roles at Paladini Financial Advisors LLC and Paladini Financial Management from 2020 to 2023, and was employed at PricewaterhouseCoopers from 2016 to 2020. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, employer-sponsored plans, foundations, and trusts. The firm employs a Modern Portfolio Theory framework combined with various analytical approaches to tailor portfolios based on clients' risk tolerance and goals, managing a broad mix of approximately 575 clients and $489 million in assets.
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
California · Florida · Idaho · Texas · Utah · Washington
Wood Tarver Financial
2023 - Present (3 years)
Paladini Financial Advisors LLC
2020 - 2023 (3 years)
Paladini Financial Management
2020 - 2023 (3 years)
PricewaterhouseCoopers
2016 - 2020 (4 years)
Student
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
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Lawyer
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