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Gene Esplin

Merit Financial Advisors
27 Years of Experience
Pocatello, ID
2 Disclosures
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Gene Esplin is a registered investment advisor at Merit Financial Advisors, based in Pocatello, ID, with 27 years of industry experience. Gene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B in assets under management.

Merit Financial Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
287 advisors
Number of Clients
20,711 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$23.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

275 S. 5th Ave, Ste 151, Pocatello, ID, 83201

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2020
Withdrawn
Customer Dispute
December 2019
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gene is a member-manager of several LLCs, including holding, management, and real estate development companies. He spends about a quarter of his time with Sanctuary Wealth Management LLC and minimal time with the other entities.

Employment History
Current Registrations
Merit Financial Advisors
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Fiduciary Services LLC
May 2024 - August 2025 · 1 yr 3 mos
Kalos Capital, INC.Broker
October 2015 - September 2019 · 3 yrs 11 mos
Triad Advisors, INC.Broker
December 2008 - October 2015 · 6 yrs 10 mos
Sanctuary Wealth Management, LLC
November 2008 - March 2025 · 16 yrs 4 mos
Cambridge Investment Research Advisors, INC.
March 2005 - December 2008 · 3 yrs 9 mos
Cambridge Investment Research, INC.Broker
January 2004 - December 2008 · 4 yrs 11 mos
Cambridge Investment Reserarch, INC.
January 2004 - March 2005 · 1 yr 2 mos
Ing Financial Partners, INC
February 1999 - January 2004 · 4 yrs 11 mos
Ing Financial Partners, INC.Broker
November 1998 - January 2004 · 5 yrs 2 mos
Waddell & Reed, INC.Broker
October 1998 - November 1998 · 1 mo
State Registrations2 states
IDTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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