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Robert Cucchiaro

Advisor at Summit Wealth and Retirement Partners

Updated today

Location

Eagle, ID 83616

Credentials

CFP®, Series 66

Industry experience

23 years

About

Robert Cucchiaro is a CFP® with 23 years of experience in financial advising. He is currently with Summit Wealth and Retirement Partners, where he has worked since 2012, and has held roles at Mutual Securities, Inc. and GLG Consulting. In addition to his advisory work, Cucchiaro is involved in financial advisor coaching through his ownership of Financial Advisor Field Guide and its related book and coaching program. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations, providing investment management, financial planning, and pension consulting. The firm emphasizes risk-based asset allocation and long-term investing, and it operates in affiliation with an accounting practice to offer integrated tax and financial services.

Client services

Based on Summit Wealth and Retirement Partners

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Summit Wealth and Retirement Partners

General retirement planning Charitable giving tax strategies Cash flow / budgeting Tax strategies for small businesses

Fee options

Fixed

Financial planning fees from $2,500 to $100,000 annually.

Percentage

$0 - $10,000,000: 1.00% annually Above $10,000,000+: Negotiable

Commissions

Certain supervised persons earn commissions from sales of securities and insurance products.

Other

Account minimum: $500,000 Minimum fee: Flat annual financial planning fee ranging from $2,500 to $100,000 per year, charged quarterly in advance.

Location

435 E Shore Drive, Suite 220

Eagle, ID 83616

Most active in

California · Idaho · Texas

Work history

Financial Advisor Field Guide

2022 - Present (4 years)

GLG Consulting

2018 - 2023 (5 years)

Mutual Securities, inc.

2016 - Present (10 years)

Summit Tax Planning dba Data Count Tax & Financial Services

2014 - Present (12 years)

Summit Wealth & Retirement Partners

2012 - Present (14 years)

Vsr Advisory Services

2012 - 2016 (4 years)

Vsr Financial Services, Inc

2012 - 2016 (4 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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