Wood Tarver Financial Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, educational seminars, business succession planning, education planning, estate planning, philanthropic planning, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Wood Tarver Financial Group reports 581 clients. They include 427 individual clients, 148 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 100.0% ($489M across 1,537 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $230M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 25% |
| High-net-worth individuals | 25% | 69% |
| Pension and profit-sharing plans | <1% | 5% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 427 | $123M | 25.1% | $287K |
| High-net-worth individuals | 148 | $339M | 69.4% | $2.29M |
| Pension and profit-sharing plans | 5 | $26.9M | 5.5% | $5.37M |
| Corporations and other businesses | 1 | $190K | 0.0% | $190K |
| Total | 581 | $489M | 100% | $842K |
- Clients
- 427
- Regulatory AUM
- $123M
- AUM share
- 25.1%
- Avg. per client
- $287K
- Clients
- 148
- Regulatory AUM
- $339M
- AUM share
- 69.4%
- Avg. per client
- $2.29M
- Clients
- 5
- Regulatory AUM
- $26.9M
- AUM share
- 5.5%
- Avg. per client
- $5.37M
- Clients
- 1
- Regulatory AUM
- $190K
- AUM share
- 0.0%
- Avg. per client
- $190K
Total
- Clients
- 581
- Regulatory AUM
- $489M
- AUM share
- 100%
- Avg. per client
- $842K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Wood Tarver Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Standalone Financial Planning
- Standalone financial planning is a fixed fee of up to $2,500 per plan, or up to $250 an hour.
Mje Wealth Management, LLC owns 75% or more of Wood Tarver Financial Group and is in turn owned by Eric Tarver (75% or more). The leadership team of Wood Tarver Financial Group includes Chief Compliance Officer Eric Tarver. It has 5 employees, 2 of them in advisory roles.
Leadership
- Eric TarverChief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Wood Tarver Financial Group, LLC
Mje Wealth Management, LLC
Control person · since January 2026
- Owns 75% or more of Mje Wealth Management, LLC
Eric Tarver
Control person · since April 2019
- Owns 10% to 25% of Wood Tarver Financial Group, LLC
Tarver Wealth Management, LLC
Control person · since January 2026
Nathan Tarver
Owner · Control person · since January 2026
Wood Tarver Financial Group’s regulatory assets grew 2.2× from $227M (March 2021) to $489M (April 2026); clients rose from 329 to 581 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $489M | 581 | 5 | 1 |
| March 2025 | $390M | 526 | 5 | 1 |
| January 2024 | $357M | 462 | 5 | 1 |
| January 2023 | $280M | 462 | 4 | 1 |
| July 2022 | $285M | 374 | 4 | 1 |
| March 2021 | $227M | 329 | 5 | 1 |
Besides its headquarters, Wood Tarver Financial Group has 0 offices, with 1 listed address in Idaho.
Idaho · 1 listed address
- 3232 E Barber Valley Drive, BoiseHQ
Other business names
Wood Tarver Financial Group has reported 1 other business name to the SEC.
- Wood Tarver Financial
Contact and registration details
- Legal name
- Wood Tarver Financial Group, LLC
- Headquarters
- 3232 E Barber Valley Drive, Boise, ID 83716
- Website
- woodtarverfinancial.com
- Phone
- 208-343-2001
- @wood-financial-group-rjfs
- SEC file
- 801-114226
- Founded
- 2018
- Structure
- Idaho LLC
- Fiscal year end
- December
Wood Tarver Financial Group uses Charles Schwab ($462M) as custodian for its separately managed accounts. Wood Tarver Financial Group has custody of $162M in client assets for 524 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $462M100%
At year end, Wood Tarver Financial Group’s separately managed accounts were mostly in stocks (78%) and funds (14%). Its reported 13F holdings for the quarter ended 30 June 2026 total $424K across 165 positions; the largest are Vanguard Index Fds (13.2%), Capital Grp Fixed Incm ETF T (8.6%) and Capital Grp Fixed Incm ETF T (6.6%).
What the accounts hold
- Stocks78%
- Funds14%
- Bonds3%
- Cash5%
Reported 13F holdings
- $424K
- Reported 13F value
- 165
- Positions
- 51.7%
- In the 10 largest
- +17.1%
- Value vs. prior quarter
- Vanguard Index Fds · Total Stk Mkt13.2%
- Capital Grp Fixed Incm ETF T · Short Duration8.6%
- Capital Grp Fixed Incm ETF T · Core Plus Incm6.6%
- Capital Group Dividend Value · Shs Creat Unit5.8%
- iShares TR · MSCI USA Qlt Fct3.8%
- Invesco Exchange Traded FD T · Rafi US 1000 ETF3.5%
- Dimensional ETF Trust · US Small Cap ETF2.9%
- iShares TR · Mrgstr MD CP Grw2.6%
- Pacer Fds TR · US Cash Cows 1002.5%
- Lam Research Corp.2.2%
Together, the ten largest are 51.7% of reported value.
How many clients does Wood Tarver Financial Group have?
Wood Tarver Financial Group has 581 clients and manages $489 million for them, as of April 2026. They include 427 individual clients, 148 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does Wood Tarver Financial Group offer?
Wood Tarver Financial Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, educational seminars, business succession planning, education planning, estate planning, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Wood Tarver Financial Group use?
Wood Tarver Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $462M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does Wood Tarver Financial Group have?
Wood Tarver Financial Group has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wood Tarver Financial Group invest in?
At the end of its last fiscal year, Wood Tarver Financial Group’s separately managed accounts held 78% exchange-traded equities, 14% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents and 3% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wood Tarver Financial Group?
Wood Tarver Financial Group is owned through holding companies by Eric Tarver. Its direct owners are Mje Wealth Management, LLC (75% or more) and Tarver Wealth Management, LLC (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does Wood Tarver Financial Group get paid?
Wood Tarver Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Wood Tarver Financial Group registered with the SEC?
Yes, Wood Tarver Financial Group has been registered with the SEC as an investment adviser since 1 November 2018. Its CRD number is 298793 and its SEC file number is 801-114226.
Source: Form ADV Part 1A, Item 1, filed 1 April 2026; IAPD firm record
How do I contact Wood Tarver Financial Group?
Wood Tarver Financial Group’s main office is at 3232 E Barber Valley Drive, Boise, ID 83716. Its phone number is 208-343-2001. Its website is woodtarverfinancial.com.