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Jenna Rodrigues

Advisor at Saltbox Financial LLC

Updated today
Saltbox Financial LLC logo

Firm

Saltbox Financial LLC

Location

Boise, ID

Credentials

CFP®, Series 66

Industry experience

3 years

Fee options

Fixed

Fixed fee financial planning projects typically range between $500-$5,000.

Percentage

$500,000 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001+: 0.70%

Project-based

Principal Advisor: $350 per hour; Associate Advisor: $275 per hour.

Other

Account minimum: $500,000 Fee-only: Hourly fees: Principal Advisor $350/hour, Associate Advisor $275/hour; Fixed fees typically $500-$5,000 for financial planning projects.

Work history

Saltbox Financial LLC

2025 - Present (1 year)

Self-Employed

2024 - 2024 (1 year)

Illumination Wealth Management

2021 - 2024 (3 years)

Thrivent Financial

2021 - 2021 (1 year)

Thrivent Investment Managemetn inc

2020 - 2021 (1 year)

Thrivent Investment Management Inc

2019 - 2019 (1 year)

Thrivent Financial

2017 - 2021 (4 years)

Half Price Books

2017 - 2017 (1 year)

Italian Heritage Center

2016 - 2017 (1 year)

Family Crisis Services

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Ron S

CFP®, RICP®

Meridian, ID

Retire Sensibly LLC

Welcome! I’m Ron Strobel, CFP®, founder of Retire Sensibly LLC. I began my career working as a financial advisor for several large wealth management firms. The focus on commissions, hidden fees, and other unethical behavior left me dismayed and looking for a better alternative. I quit my job shortly after earning my CERTIFIED FINANCIAL PLANNER™ designation and launched Retire Sensibly LLC. I help my clients: 1. Organize their finances 2. Invest intelligently 3. Feel more confident about their retirement plan I serve clients in Boise, Meridian, Caldwell, Nampa, and the surrounding areas. I offer a no-cost, no-obligation introductory appointment that begins with a 15-minute phone call followed by an in-person meeting in which we focus on establishing your family’s goals, values, and attitude toward investing. In my personal life, I enjoy working on home improvement projects, fishing from my kayak, and exploring Idaho’s outdoors.

General retirement planning General tax planning Widow/Widower Baby Boomers (Born 1946-1964)

Francois B

CFP®, Series 66

Boise, ID

Investor FAN

Retirement income strategy General retirement planning Wealth management

Ashley W

Series 63, Series 66

Boise, ID

Fidelity

Ashley Ward is a Planning Consultant at Fidelity Investments, a position held since 2021. She has over a decade of experience in the financial industry, focusing on educating and engaging high-net-worth clients to develop financial plans tailored to their specific needs and goals. Ashley's role involves providing clients with information, resources, and investment guidance to support critical decisions regarding their investment portfolios and retirement plans. Her tenure at Fidelity Investments includes roles as a Relationship Manager from 2016 to 2021, a High Net Worth Service Associate in 2016, and a Full Trader from 2015 to 2016. Ashley holds insurance licenses in Arkansas and California, which support her professional qualifications. Outside of her professional life, Ashley has interests in camping, museums, painting, parenthood, reading, and traveling.

Wealth management Retirement income strategy General retirement planning Income planning

Cole R

Series 63, Series 66

Garden City, ID

Fidelity

Cole Rumrill is a Financial Consultant at Fidelity. In this role, he focuses on understanding clients' goals and collaborating with them to utilize Fidelity's tools to pursue those objectives. He has held various positions at Fidelity, including Investment Consultant in 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. Cole holds a California Insurance License. Outside of his professional work, Cole's personal interests include comedy, fitness, football, outdoor adventures, reading, and snowboarding.

Financial Professional

Roman J

Series 63, Series 66

Boise, ID

Fidelity

Roman Jones is Vice President and Branch Leader at Fidelity Investments, where he has been serving since 2004. He has held the position of Branch Office Manager since 2008 and has been involved in managing client planning needs in the Treasure Valley area. With extensive experience in branch management and client services, Roman has been involved in overseeing office operations and assisting clients with their financial planning. His tenure at Fidelity Investments spans over a decade, reflecting his commitment to the firm and its clients. Roman expresses gratitude for living and working in the Treasure Valley and focuses on supporting clients with their planning requirements. No additional information on education, credentials, or personal interests was provided.

Wealth management

Grant G

CFP®, Series 66

Eagle, ID

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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