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Paige Moon

Advisor at Perspective Wealth Partners, LLC

Updated today

Location

Boise, ID 83702

Credentials

Series 65

Industry experience

< 1 year

Client services

Based on Perspective Wealth Partners, LLC

Financial planning Portfolio management

Expertise

Based on Perspective Wealth Partners, LLC

Equity compensation tax strategy Business succession planning General estate planning guidance General tax planning

Fee options

Percentage

$0 - $1,500,000: 1.00% annually $1,500,001 - $3,000,000: 0.75% annually $3,000,001 - $6,000,000: 0.50% annually $6,000,001 - $12,000,000: 0.35% annually $12,000,001 - $24,000,000: 0.25% annually $24,000,001+: 0.15% annually Education Plan Assets held in State 529 Plan Account(s) and Donor Advised Fund Assets (if applicable)+: 0.25% Flat Rate

Other

Fee-only: Fee-only advisor, no commissions or other product sales compensation

Location

121 N 9 Th Street, Suite 400

Boise, ID 83702

Most active in

Idaho

Work history

Perspective Wealth Partners, LLC

2025 - Present (1 year)

Sunroom Coffee

2025 - 2025 (1 year)

Nordstroms

2024 - 2025 (1 year)

Goldman Sachs

2024 - 2024 (1 year)

University of Utah - ASUU

2024 - 2025 (1 year)

Crewe Advisors

2024 - 2024 (1 year)

Dutch Bros

2023 - 2024 (1 year)

University of Utah

2022 - 2024 (2 years)

Hilton

2022 - 2023 (1 year)

University of Utah

2021 - 2025 (4 years)

Barbacoa

2020 - 2022 (2 years)

Dick's Sporting Goods

2020 - 2020 (1 year)

Meridian Pool

2018 - 2019 (1 year)

West Ada School District

2015 - 2021 (6 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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