Tadman Financial is a registered investment advisor based in Boise, Idaho, offering personalized portfolio management and financial planning services. Founded in 2014, Tadman Financial builds customized investment portfolios aligned with each client's specific goals, risk tolerance, and time horizon. The firm uses various methods of analysis—including fundamental, technical, cyclical, and economic reviews—alongside long-term and short-term purchase strategies and strategic asset allocation. In addition to managing investments, Tadman Financial provides comprehensive financial planning, ranging from broad-based strategies to targeted guidance on cash flow optimization, debt management, and retirement income planning. The firm also offers specialized education on credit card rewards programs and travel optimization. While Tadman Financial primarily focuses on direct portfolio management, the firm may recommend independent third-party managers, such as The Pacific Financial Group, to oversee portions of client accounts when appropriate. Tadman Financial operates as a fiduciary, legally required to act in your best interest, and works with qualified custodians like Charles Schwab and National Financial Services to hold client assets securely.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Standard annual fee is 1.8%, with a range of 1.6% to 2.0% depending on complexity and service requirements. Discounts apply for clergy and family members of firm representatives.