Kendell Wesley Frye
Investment adviser representative at Treasure Valley Financial Planning
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$336MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Treasure Valley Financial PlanningApr 2026 to now
- Clear Creek Financial Management, LLC dba TvfpJul 2024 to Aug 2026
- Falcon Wealth Planning, Inc.Aug 2019 to Jul 2024
- Pacific AdvisorsJun 2019 to Aug 2019
- Honda Motor CompanyFeb 2018 to Aug 2019
- Spaghetti FactoryJan 2017 to Feb 2018
- Chipotle Mexican GrilleFeb 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (ID).
Treasure Valley Financial Planning
Legal name: Tvfp, LLC
$336MAssets managed
541Clients
8Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7413418
- Firm CRD
- 341732