Warren Cordingley
Warren Cordingley is a registered investment advisor at Cordingley & Parkinson Wealth Management, based in Rexburg, ID, with 33 years of industry experience. Warren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 464 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Clients have the option to pay fees based on the tiered fee schedule or a single rate of up to 2% for all assets under management. Fees are negotiable.
Fee Estimator
Location
234 E 1st N, Rexburg, ID, 83440
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Warren operates under the DBA Cordingley & Parkinson Wealth Management for his LPL business since 2005. He also provides investment advisory services through Sand Creek Capital, LLC, dedicating nearly full-time hours to this activity since September 2023.
Employment History
Current Registrations
Cordingley & Parkinson Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations5 states
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