Your Local Wealth Advisor for

  • Retirement Planning
  • Tax-Efficient Strategies
  • Investment Management

Fee-Based, Fiduciary, Financial Advice in North Idaho

Meet With An Advisor

 Our team in North Idaho serves clients both locally and across the country, providing personalized investment management, retirement planning, and tax-aware strategies tailored to each client’s goals. As a fee-based fiduciary advisor in Hayden, Brennan and his team help individuals, families, and business owners navigate important financial decisions with clarity and confidence.

Your Story Matters

Your Story Matters

You’re not just planning for numbers on a page — you’re planning for the life you want to live. Your experiences, values, and priorities shape every financial decision, and they deserve to be understood.

That’s why we start by listening. We take the time to learn where you’ve been, what you care about, and what you want the future to hold. From there, we provide clear guidance and steady support as you navigate each stage of life.

We’re here to help you make thoughtful decisions, adapt when things change, and move forward with confidence — knowing your plan reflects your story, not a template.

Brennan Mayfield, BFA

Brennan Mayfield, BFA

Partner, Advisor

Brennan@wealthmarkgroup.com

Brennan Mayfield helps individuals, families, and business owners make confident financial decisions with a plan built around what matters to them.

He began his career in financial advising in 2015 and brings a thoughtful, values-driven approach to every client relationship. As a SmartVestor Pro with Dave Ramsey Solutions, Brennan is committed to practical, disciplined financial strategies that help clients build, preserve, and steward their wealth with purpose.

Brennan’s approach is grounded in the belief that financial planning is about more than numbers—it’s about aligning your resources with your goals and your values. He works closely with each client to create a personalized plan, with a focus on long-term clarity, wise decision-making, and meaningful legacy planning.

He holds a degree in Biblical Studies, and his faith plays a central role in how he serves clients—with integrity, transparency, and a deep sense of responsibility.

Before entering the financial industry, Brennan played baseball at Olympic College and later served as a youth pastor, experiences that shaped his leadership, discipline, and heart for serving others.

Outside of the office, Brennan and his wife Acaia are dedicated parents. They are adoptive and foster parents who are passionate about supporting children and families, and they are actively involved in their local church and community.

Meet with Brennan



Why Work With A SmartVestor Pro?

Why Work With A SmartVestor Pro?

Here’s what it means to be a SmartVestor Pro:

Shared Values - I understand Dave Ramsey’s 7 Baby Steps. That means I’m here to walk alongside you and help you make a plan for your money.

Service You Deserve - I value serving over selling and I’m always dedicated to providing the attention you need.

Real Relationships - I care about helping you make well-informed decisions for you and your family.

Custom Care - I understand that every customer has their own path. I’ll provide financial guidance based on your specific circumstances.

Contact Us Today

SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of Commonwealth Financial Network®. SmartVestor is not a current client of Commonwealth Financial Network for brokerage or advisory services. Financial professionals of Commonwealth Financial Network pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit SmartVestor investing professionals | RamseySolutions.com to learn more.  

Experiences & Pricing | Phase 1

Grow

A good choice for working households who already have investment accounts and are looking for an advisor to 

manage their finances.

 

$1,500 - $3,000

Includes the following: 


  • 3-meeting planning experience
  • Unlimited email and phone access
  • Employer benefits review
  • Tax-savings opportunities
  • Investment review including 401(k), 403(b), 457(b), and TSP accounts
  • College savings strategies
  • Long-term retirement plan trajectory
  • Debt management recommendations
  • Estate planning education
  • Protection and risk management 

Retire

A good choice for those with retirement on their mind (or already retired) who see value in receiving professional advice to help manage irreversible 

retirement decisions. 


$3,000 - $5,000

Includes everything from GROW, plus the following: 


  • Social security analysis
  • Long-term care risk analysis
  • Tax efficiency planning
  • Retirement cash flow analysis
  • RMD planning and withdrawal strategies
  • Charitable giving advice
  • Business continuation planning
  • Referrals to CPAs, estate attorneys, insurance brokers, etc. 

Comprehensive

A good choice for those who desire constructive legacy planning, which includes utilizing outside attorneys for estate planning needs.


$5,000+

Includes everything from Grow or Retire, plus the following: 

 

  • Generational wealth planning incorporating tax-efficient strategies
  • Personalized estate planning with documents finalized by a local attorney as needed: 
    • Will
    • Durable Power of Attorney
    • Directive to Physician
    • Community Property Agreement
    • Credit Sheltered Trust Children's Trust
    • Living Trust 

*Up to $2,000 in outside estate planning/attorney fees covered by financial planning fee.

Experiences & Pricing | Phase 2

Engage with us on an ongoing basis where we work as your fiduciary advisors where we charge an annual fee percentage of the assets we manage. Clients will pay an annual management fee, as outlined in the blended fee schedule below. The management fee may be negotiable and billed quarterly, and, unless otherwise agreed, shall be based on the value of assets in the Account. 

In addition to the annual management fee, PPS Custom Program clients may pay transaction charges, administrative charges, and miscellaneous account fees and charges, as described in the Master Services Agreement (MSA) or PPS Client Agreement (as applicable) and Commonwealth’s ADV Part 2A Brochure.

Asset Management Advisory Fee Schedule

Investable AssetsAnnual Advisory Fee
$0 - $500,000Inquire regarding pricing and availability
$500,000 - $1,000,0001.05%
$1,000,000 - $3,000,0000.95%
$3,000,000 - $5,000,0000.85%
$5,000,000 - $8,000,0000.65%
$8,000,000+Negotiable

Blended Fee Schedule

For assets that span multiple tiers,
fees are blended across the tiers.
Example:
For a $4,000,000 portfolio:

PortionRATE
First $1,000,0001.05%
Next $2,000,0000.95%
Next $1,000,0000.85%
EFFECTIVE BLENDED FEE0.95% (Blended)

Brennan Mayfield, BFA

Partner | Advisor

208-563-0880

brennan@wealthmarkgroup.com

Brennan's approach to financial planning is rooted in his values. He believes every client is unique and, therefore, deserves a personalized plan that fits their needs and circumstances. He understands that his client's financial goals are just one part of their overall life plan, and he takes pride in helping them plan for retirement and the legacy they want to leave behind.

Brennan and his wife, Acaia, are dedicated foster parents who have adopted their son Stanley and are waiting for permanency for their daughter. They are active members of their local church, give back to their community, and love helping families thrive.

If you're looking for a financial planner who cares about your financial and overall well-being, Brennan Mayfield is the right choice. With his blend of skills, experience, and values, he can help you navigate complex financial situations and help you pursue your goals while positively impacting your community.

Kelsey Cook

Administrative Coordinator

kesley@wealthmarkgroup.com

Kelsey helps every part of your experience with Wealthmark run smoothly, from your first documents to ongoing reviews.

As an Administrative Coordinator, she manages the details behind the scenes—setting up client accounts, reviewing paperwork and requirements, coordinating contracts, and scheduling meetings. Her work helps keep everything organized, accurate, and on track so you can move through the planning process with clarity and confidence.

Known for her attention to detail and love of organization, Kelsey brings a thoughtful, steady approach to everything she does. She takes pride in supporting a positive client experience and assisting the team with day‑to‑day processes.

Outside of the office, Kelsey is a mom of five and manages a home farm while homeschooling her children—roles that reflect her strong sense of responsibility, organization, and care.

Acaia Mayfield

Marketing Director

acaia@wealthmarkgroup.com

Acaia leads marketing and client experience at Wealthmark Advisors, helping every interaction reflect the care and attention clients deserve.

As Marketing Director, she oversees marketing and events while also supporting the sales process. From first impressions to ongoing communication, Acaia helps shape a thoughtful, consistent experience—so clients feel confident, informed, and well cared for every step of the way.

With a strong attention to detail and a passion for creating meaningful experiences, she plays a key role in designing and refining each stage of the client journey. Her goal is simple: to deliver a level of service that feels personal, intentional, and exceptional.

Acaia holds a bachelor’s degree in Biblical Studies and is committed to promoting the firm’s values and integrity in everything Wealthmark does.

 Let’s Start the Conversation

Book a 15-minute introductory call at a time that works best for you, or complete the contact form below and I will personally follow up with you soon.

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How To Reach Us

How To Reach Us

Office location: 157 W Hayden Ave. #205 Hayden, ID 83835

Phone: (208) 563-0880

Hours: 8 AM - 5 PM Monday - Friday

Mailing Address: P.O. Box 188, Hayden, ID 83835