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Grow Rasmussen Consulting LLC

Updated today

Client assets under management

$42,933,372

Clients

103

34% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

26

Low

Average account size

$416,829

About

Grow Rasmussen Consulting, LLC provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. Its advisory services cover cash flow, tax planning, insurance review, education funding, retirement and estate planning and are delivered by advisors who hold accounting credentials.

The firm uses a strategic asset allocation approach and typically implements portfolios through SEI Private Trust Company, investing primarily in no‑load mutual funds and exchange‑traded funds and documenting client goals in Investment Policy Statements. SEI acts as custodian and rebalances accounts periodically while the firm conducts ongoing reviews and generally maintains limited discretionary trading authority.

Grow Rasmussen is affiliated with Grow Rasmussen LLP, an accounting and consulting firm, and discloses that its principals devote a substantial portion of their time to the accounting practice and derive a significant share of their income from that affiliate. The firm also sells insurance and annuity products and may receive commissions for those transactions, a relationship the brochure says is monitored through periodic reviews to address potential conflicts of interest.

Client services

Financial planning Portfolio management

Expertise

General tax planning Wealth management

Fee options

Percentage

$0 - $250,000: 1.50% $250,000 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000+: Negotiable

Commissions

Commissions on annuities and insurance products ranging from 2% to 4% of premiums placed

Other

Minimum fee: Fee negotiable over $2,000,000; minimum fee may be waived or reduced based on criteria

Main office location

Grow Rasmussen Consulting LLC

12550 W Explorer Drive, Suite 275

Boise ID 83713-1890, United States

Number of offices

1

Most active in

Idaho · Utah

Disclosures

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

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Robert R

PFS™

Boise, ID

Grow Rasmussen Consulting LLC

Robert Rasmussen is a financial advisor at Grow Rasmussen Consulting LLC with 27 years of industry experience. He holds the PFS™ designation and has been a partner and CPA at Grow Rasmussen LLP, a full-service accounting firm, since 1981. Rasmussen combines his financial advisory role with extensive accounting expertise through his partnership in the accounting firm. Grow Rasmussen Consulting provides personalized financial planning and investment management to individuals, trusts, small businesses, and charitable organizations. The firm uses a strategic asset allocation approach with portfolios primarily composed of no-load mutual funds and ETFs, supported by a close affiliation with an accounting and consulting practice staffed by licensed CPAs.

General tax planning Wealth management
user avatar

Stephen L

Series 65

Boise, ID

Grow Rasmussen Consulting LLC

Stephen Larson is a financial advisor with Grow Rasmussen Consulting LLC in Boise, ID, holding a Series 65 designation and 27 years of industry experience. He is also a CPA and partner in Grow Rasmussen LLP, a full-service accounting firm. Larson’s professional activities include ownership and management of this accounting firm alongside his advisory role. Grow Rasmussen Consulting provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach with documented investment policies and primarily implements portfolios through no-load mutual funds and ETFs, supported by its affiliation with an accounting and consulting practice staffed by licensed CPAs.

General tax planning Wealth management
user avatar

Jason P

PFS™, Series 65

Boise, ID

Grow Rasmussen Consulting LLC

Jason Peery is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with Grow Rasmussen Consulting LLC since 2001 and is also the managing partner of Grow Rasmussen LLP, a full-service accounting firm. Grow Rasmussen Consulting provides personalized financial planning and investment management to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach and collaborates closely with its affiliated accounting practice, employing licensed CPAs among its advisory personnel.

General tax planning Wealth management
user avatar

Matthew G

Series 65

Boise, ID

Grow Rasmussen Consulting LLC

Matthew Grow is a financial advisor at Grow Rasmussen Consulting LLC in Boise, ID, holding a Series 65 credential with 23 years of industry experience. He is also a CPA and partner at Grow Rasmussen LLP, a full-service accounting firm he has been involved with since 2001. Grow Rasmussen Consulting provides personalized financial planning and investment management services to individuals, trusts, small businesses, and charitable organizations. The firm utilizes a strategic asset allocation approach with portfolios primarily composed of no-load mutual funds and ETFs, and its advisory personnel include licensed CPAs who also provide accounting services.

General tax planning Wealth management
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