Advisor at Portside Wealth Group, LLC
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Firm
Portside Wealth Group, LLC
Location
Idaho Falls, ID 83402
Credentials
CFP®, Series 66
Industry experience
9 years
Russell Slack is a CFP® with nine years of industry experience, currently serving as an advisor at Portside Wealth Group, LLC. His prior roles include positions at Capital Asset Advisory Services, LLC, Strategic Wealth Concepts, and Cetera Advisors LLC. In addition to his advisory work, he manages office operations and life insurance underwriting and sales at Guided Seasons Wealth Advisors. Portside Wealth Group provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on tailored discretionary management using model portfolios, sub-advisers, and third-party money managers, primarily recommending ETFs, equities, and mutual funds.
Based on Portside Wealth Group, LLC
Based on Portside Wealth Group, LLC
Project fees for financial planning range from $100 to $10,000 depending on complexity; general consulting available at an annual flat rate, negotiable.
0% to 2% annually (negotiable, varies by account size, services, and complexity)
Certain advisory persons are registered representatives and insurance agents and receive commissions separately from advisory fees.
$150 to $350 per hour for financial planning services, negotiable.
Fee-only: Portfolio management fees are fee-only (no commissions) but some associated persons receive commissions separately for insurance and securities sales.
330 Shoup Ave Suite 302
Idaho Falls, ID 83402
Idaho
Portside Wealth Group LLC
2025 - Present (1 year)
Guided Seasons Wealth Advisors
2025 - Present (1 year)
Capital Asset Advisory Services, LLC
2019 - 2025 (6 years)
Strategic Wealth Concepts
2017 - 2025 (8 years)
Cetera Advisors LLC
2017 - 2019 (2 years)
Idaho Expansion Group, LLC
2012 - 2021 (9 years)
Fishers Technology
2012 - 2016 (4 years)
City of Ammon
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Idaho Falls, ID
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CFP®, Series 65
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CFP®
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Good Better Best Financial Planning LLC
In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.
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