InvestiFI Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,762,668
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
36
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
36
Average account size
$104,519
About
InvestiFI Wealth Management provides investment management, financial planning, retirement plan consulting, and general consulting services to individuals, high net-worth individuals, charitable organizations, corporations, and small businesses. Services include ongoing discretionary portfolio management, integrated or limited-scope financial planning, project-based consulting, and educational seminars or speaking engagements.
The firm’s investment approach emphasizes Modern Portfolio Theory and primarily passive management using low-cost index mutual funds and exchange-traded funds, with the option to implement portfolios through third-party managers and platforms such as Betterment and a Savant sub-advisor. Financial planning is offered as either an integrated ongoing subscription with monitoring or as limited project- or hourly-based engagements, and portfolios are tailored to clients’ stated objectives, risk tolerances, and client-imposed restrictions.
Noteworthy features include the principal’s professional accounting and valuation credentials (CPA/PFS, CFP®, CVA, MAcc) and an active partnership at an accounting firm, with reciprocal client referrals handled without referral fees; this cross-disciplinary relationship and the offering of pension consulting and retirement plan services to employer and institutional clients are uncommon among independent peers. The practice also regularly offers educational seminars and uses a mix of direct advisory management and TAMP/sub-advisor solutions, which together create a broader service mix than many firms of its size.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Business sale tax planning
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Integrated Financial Planning upfront charge of $500 - $10,000; Limited Scope Financial Planning project fees $500 - $10,000
$0 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Financial planning services at $300 per hour; General consulting services at $300 per hour; Retirement plan consulting at $300 per hour if not using AUM fee
Integrated Financial Planning ongoing monthly fee $300 - $2,000 per month
Fee-only: Financial planning hourly rate $300/hour; Integrated Financial Planning monthly fee $300 - $2,000 per month plus upfront fee $500 - $10,000; Limited Scope Financial Planning project fees $500 - $10,000; General consulting $300/hour; Educational seminars fees free to $10,000 per seminar or $0 to $30 per participant
Main office location
InvestiFI Wealth Management LLC
Kimberly ID, United States
Number of offices
2
Most active in
InvestiFI Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Idaho · Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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