Your Local Wealth Advisor for

Retirement Planning
Tax-Efficient Strategies
Investment Management

Fee-Based, Fiduciary, Financial Advice in North Idaho

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

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

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?

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.

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 Assets	Annual Advisory Fee
$0 - $500,000	Inquire regarding pricing and availability
$500,000 - $1,000,000	1.05%
$1,000,000 - $3,000,000	0.95%
$3,000,000 - $5,000,000	0.85%
$5,000,000 - $8,000,000	0.65%
$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:

Portion	RATE
First $1,000,000	1.05%
Next $2,000,000	0.95%
Next $1,000,000	0.85%
EFFECTIVE BLENDED FEE	0.95% (Blended)

MEET THE REST OF TEAM

Kelsey Cook

Administrative Coordinator

kesley@wealthmarkgroup.com

Kelsey helps ensure every part of your experience with Wealthmark runs smoothly, from your first documents to ongoing reviews.As an Administrative Coordinator, she manages the details behind the scenes—setting up client accounts,...

Acaia Mayfield

Marketing Director

acaia@wealthmarkgroup.com

Acaia leads marketing and client experience at Wealthmark Advisors, helping ensure every interaction reflects the care and attention clients deserve.As Marketing Director, she oversees all marketing and events while also supporting the...

Find A Team Member

Acaia Mayfield
Brennan Mayfield, BFA
Erina Weible
Garrett Weeks
Kelsey Cook
Kevin J. Pentz, CFP®
Tara Morris

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.

Contact Us Today

Name

Email

Address

Phone

Question

Thank you!

Oops!

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