Peter Butler
Advisor at Helmstar Wealth Management
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 Helmstar Wealth Management
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 83702
Credentials
CFA®
Industry experience
12 years
Peter Butler is a CFA® charterholder with 12 years of industry experience. He is currently with Helmstar Wealth Management and previously worked at Pensionmark Financial Group, LLC. Butler is also the principal and owner of Valtrend LLC, a business appraisal firm specializing in valuing privately held companies. Additionally, he is involved in financial analysis related to alternative private investments in solar energy through a family LLC and is the inventor of a cost of capital software tool used by business appraisers. Helmstar Wealth Management advises individual and institutional clients, including high-net-worth individuals, pension plans, charities, and private businesses. The firm employs a disciplined investment process focused on asset allocation, tax management, and manager selection, offering comprehensive financial planning, discretionary portfolio management, and pension consulting services.
Based on Helmstar Wealth Management
Based on Helmstar Wealth Management
Fixed fee for financial planning services ranging from $750 to $15,000, negotiable based on complexity and scope.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.45% $10,000,001 - $15,000,000: 0.30% $15,000,001 - $20,000,000: 0.20% $20,000,001 - $100,000,000: 0.15%
Advisors licensed as independent insurance agents earn commissions for insurance products separate from advisory fees.
Hourly fee for financial planning consulting services ranges from $100 to $300 per hour, negotiable.
Account minimum: $500,000 Fee-only: Financial planning services fixed fee ranging from $750-$15,000; hourly financial planning consulting fee $100-$300 per hour.
250 South 5 Th Street, Suite 600
Boise, ID 83702
Idaho
The Helmstar Group, LLC
2023 - Present (3 years)
Pensionmark Financial Group, LLC
2013 - 2022 (9 years)
Valtrend LLC
2010 - Present (16 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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