Teton Crest Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,800,000
Clients
158
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
158
Very HighAverage account size
$81,013
About
Teton Crest Wealth Planning works primarily with individuals, trusts, and business entities to provide ongoing portfolio management and comprehensive financial planning tailored to each client’s goals, time horizon, and risk tolerance. The firm advises on a range of investments including equities, bonds, mutual funds, ETFs, and options (when approved), and can provide discretionary management or standalone planning engagements.
The firm emphasizes fundamental analysis, quarterly reviews, and periodic rebalancing, with investment direction informed by an external advisory investment committee that meets quarterly. Clients receive technology-enabled reporting and tools (including Black Diamond reporting and Schwab’s iRebal for accounts on that custodian), and the financial planning process follows a six-step CFP-aligned methodology with planning provided at no additional charge when combined with asset management.
Noteworthy differences from many solo independent advisers include the principal’s separate, outside activity as a licensed insurance agent who may offer insurance products on a 1099 basis (commissions are received by the advisor and disclosed to clients), and the firm’s routine publication of a client newsletter plus occasional educational seminars and workshops. The adviser also provides no‑cost financial wellness, counseling, and family education to clients and family members, and the principal’s service as an elected state official can affect availability during legislative sessions.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Financial wellness, counseling, and education
Financial wellness, counseling, and education
Expertise
Options & derivatives strategies
Cash flow / budgeting
Debt management
Fee options
$0 - $100,000: 1.5% $100,001 - $300,000: 1.25% $300,001 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.9% $2,000,001 - $3,000,000: 0.8% $3,000,001 - $4,000,000: 0.7% $4,000,001+: 0.6%
Typical hourly charges are $300/hour for financial planning and other advisory services not combined with AUM management.
Account minimum: $10,000 (may be waived at advisor's discretion)
Main office location
Teton Crest Wealth Planning
482 Constitution Way, Suite 111
Idaho Falls ID 83402, United States
Number of offices
2
Most active in
Teton Crest Wealth Planning has reported serving >5 clients in these states in the last 12 months.
Idaho · Utah
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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