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Roger Nicholls

Advisor at Best Life Infinity, LLC

Updated today

Location

Boise, ID

Credentials

Series 63, Series 65, Series 66

Industry experience

28 years

About

Roger Nicholls is a financial advisor with Best Life Infinity, LLC in Boise, ID, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Investment Advisor Group, Arbor Point Advisors, and Ameriprise Financial Services, among others. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors, offering investment management, financial planning, and retirement rollover advice. The firm emphasizes asset allocation and diversification through both passive and active strategies, with a distinctive practice supporting military survivors through reduced or no-cost planning options.

Client services

Based on Best Life Infinity, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Best Life Infinity, LLC

Options & derivatives strategies Cash flow / budgeting General tax planning

Occupation focus

Based on Best Life Infinity, LLC

Military & Veterans

Demographic focus

Based on Best Life Infinity, LLC

Sandwich Generation

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Fee options

Fixed

Flat fees for financial planning vary; investment management flat fee up to $24,000 annually billed quarterly

Percentage

0.375% to 2% (varies by representative and use of 3rd party managers)

Project-based

Up to $375 per hour for financial planning

Performance-based

20% of dividends, distributions, interest and covered call net proceeds for qualified clients; 15% for Military Survivors

Other

Account minimum: $100,000 Fee-only: Financial planning hourly fees up to $375/hour; flat fees vary, with plans over $1,200 delivered within 6 months

Location

Boise, ID

Most active in

Idaho

Work history

Best Life Infinity, LLC

2023 - Present (3 years)

Investment Advisor Group

2021 - 2022 (1 year)

H & H Retirement Design & Management, INC

2021 - 2021 (1 year)

Arbor Point Advisors

2020 - 2021 (1 year)

KMS Financial

2020 - 2021 (1 year)

Echelon Group

2020 - 2021 (1 year)

RAN Consulting

2017 - 2020 (3 years)

Legacy Wealth Management, LLC

2016 - 2017 (1 year)

Self Employed

2016 - 2016 (1 year)

Ameriprise Financial Services, Inc.

2016 - 2016 (1 year)

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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James C

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Eagle, ID

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James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Equity compensation tax strategy
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Ethan H

Series 66

Eagle, ID

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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

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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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