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Wood Tarver Financial

Updated today

Client assets under management

$461,923,030

Clients

575

26% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

144

Very High

Average account size

$803,344

About

Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), employer‑sponsored plans, foundations, trusts, and charitable organizations. The firm’s team of four advisors manages approximately $489 million in discretionary assets across about 575 client relationships.

The firm typically constructs portfolios guided by Modern Portfolio Theory and manages most accounts on a discretionary basis, tailoring asset allocation and securities selection to clients’ goals, risk tolerance, and time horizon. Wood Tarver may use third‑party sub‑advisors and independent managers and offers a sponsored wrap‑fee program that centralizes trading and administrative services for comprehensively managed accounts.

Distinctive features include the firm’s sponsorship of a wrap‑fee program and its explicit provision of participant education and plan‑sponsor consulting for retirement plans, services that are less common among peer team firms. Managing 575 client relationships across four advisors results in a relatively high client‑to‑advisor workload compared with many peers, which the firm addresses in part through delegated independent managers and program offerings.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Wealth management Charitable giving & philanthropy Business exit / sale strategy Cash flow / budgeting

Fee options

Fixed

Fixed fee up to $2,500 per financial plan

Percentage

$0 - $800,000: 1.00% $800,001 - $1,150,000: 0.90% $1,150,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $6,000,000: 0.65% $6,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable

Project-based

Up to $250 per hour for standalone Financial Planning

Other

Account minimum: $350,000 Minimum fee: Clients with less than $350,000 may be charged a minimum rate of 1.20% annually Fee-only: Fixed fee up to $2,500 per plan or up to $250 per hour for standalone Financial Planning

Main office location

Wood Tarver Financial

3232 E Barber Valley Drive

Boise ID 83716, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Idaho · Oregon · Texas · Utah · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Amanda W

Series 65

Boise, ID

Wood Tarver Financial

Amanda Writer is a Series 65-credentialed financial advisor with eight years of industry experience. She has worked at Wood Tarver Financial since 2021 and previously spent five years at Rathbone Warwick Investment Management. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm uses a Modern Portfolio Theory framework combined with fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios according to clients’ risk tolerances and goals.

Wealth management Charitable giving & philanthropy Business exit / sale strategy Cash flow / budgeting
user avatar

Jordan B

Series 65

Boise, ID

Wood Tarver Financial

Jordan Boyd is a Series 65-licensed financial advisor with Wood Tarver Financial in Boise, ID, where he has worked since 2019. He has two years of industry experience and previously held roles at Paylocity and Boise State University. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs a Modern Portfolio Theory framework combined with multiple analytical approaches and offers portfolio management through a wrap fee program.

Wealth management Charitable giving & philanthropy Business exit / sale strategy Cash flow / budgeting
user avatar

Nathan T

CFP®, Series 65

Boise, ID

Wood Tarver Financial

Nathan Tarver is a CFP® professional with five years of industry experience. He is currently an advisor at Wood Tarver Financial, where he has worked since 2023. Prior to this, he held roles at Paladini Financial Advisors LLC and Paladini Financial Management from 2020 to 2023, and was employed at PricewaterhouseCoopers from 2016 to 2020. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, employer-sponsored plans, foundations, and trusts. The firm employs a Modern Portfolio Theory framework combined with various analytical approaches to tailor portfolios based on clients' risk tolerance and goals, managing a broad mix of approximately 575 clients and $489 million in assets.

Wealth management Charitable giving & philanthropy Business exit / sale strategy Cash flow / budgeting
user avatar

Eric T

Series 65

Boise, ID

Wood Tarver Financial

Eric Tarver is a financial advisor at Wood Tarver Financial in Boise, ID, holding a Series 65 designation with seven years of industry experience. He has worked at Wood Tarver Financial since 2018 and previously at KPMG from 2016 to 2018. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to individual clients, employer-sponsored plans, foundations, and other institutional clients. The firm manages accounts on a discretionary basis using a Modern Portfolio Theory framework combined with various analytical approaches, tailoring portfolios to clients’ risk tolerance and goals.

Wealth management Charitable giving & philanthropy Business exit / sale strategy Cash flow / budgeting
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