Find Best Financial Advisors in Idaho

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A densely populated state like Idaho has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Idaho and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Idaho
Last Updated - 20-Mar-2023

Idaho has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 284 non-vetted advisors in your local area. These financial advisors in Idaho have an average of 30 years of experience.

NOTE: The list of financial advisors in Idaho mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Idaho.

List of Qualified Financial Advisors in Idaho
Financial Advisor Experience AUM Minimum Assets Fee Structure
JT Belnap
3080 E. Gentry Way #205,
Meridian, ID 83642
30 $60,000,000 $250,000 Fee-Only

Information on Qualified Financial Advisors in Idaho

Qualifications CRD# 5598602
Firm CRD# 170602
Series 6, 7, 63, 65

Compensation/Fee Fee-Only, Based on Assets

Office Location 3080 E. Gentry Way #205,
Phone Number 208-813-9500

Clients describe JT as passionate, caring & creative. JT is a native Idahoan who takes great pride in being able to live and work in the beautiful Treasure Valley. He is married with five children. He met his wife in choir class, and they have instilled a love for music in their family. They enjoy dressing up for Halloween every year in a family theme. JT loves to cook, and his family gets to try out all of his concoctions. He is active in church and community functions. He is a graduate of Boise State University, Go Broncos! With over a decade of financial planning experience, JT co-founded Treasure Valley Financial Planning in 2018 to help residents preparing for retirement. As a fiduciary and without conflicts of interest, he provides objective advice that is in his clients' best interests. He offers holistic advice, well beyond investment management. His clients know he will roll up his sleeves to come up with creative solutions to almost any financial issue. They find comfort knowing they can trust him to be there when it matters most. His most rewarding experiences come when he helps his clients think of an idea that they had never thought of before, or thought was even possible. His clients appreciate that he is honest and is a get it done person. His office is conveniently located in the heart of the Treasure Valley, right off of the Eagle road exit in Meridian.

About Treasure Valley Financial Planning

Treasure Valley Financial Planning is a fiduciary financial planning and investment management firm headquartered in Meridian, ID. Bringing thirty years of combined experience, JT Belnap and Michael Fuhriman, CRPS saw an opportunity to serve the community they love by providing a unique financial planning experience free of conflicts of interest. We provide independent, objective, and unbiased advice. We love what we do, and it shows. We focus on helping those climbing the mountain to retirement and those who've recently reached the summit. During this time, there are 15 critical financial decisions to be made. We help our clients navigate these complex issues so they can enjoy their life doing the things that matter most. We've developed the Peace & Prosperity Model to ensure all areas of your life feel secure. Our clients need more than just investment management. They want a four-pillar approach that considers Retirement Planning, Investment Management, Estate & Tax Planning while considering underlying risks. They want a team that provides a truly comprehensive solution so they can pursue peaceful prosperity in retirement. We are sensitive to investment management costs and provide a fully transparent and easily understandable fee schedule. Most importantly, we are great listeners. We partner with you only after fully understanding your situation and concerns. We look forward to the opportunity to partner together.

Advisory Services Provided:

Retirement Planning, Wealth Management, Tax Advice and Services, Estate Planning & Trusts

Top Financial Advisor Firms in Idaho (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
800 West Main Street , Suite 1150,
Boise, ID 83702
$5,741,563,357 259 A percentage of AUM
Fixed fees
101 S. Capitol Blvd , Suite 1201,
Boise, ID 83702
$4,009,666,146 69 A percentage of AUM
Fixed fees
3597 E Monarch Sky Ln , Suite 330,
Meridian, ID 83646
$1,984,837,665 698 A percentage of AUM
Hourly charges
Fixed fees
101 S Capitol Blvd, Suite 1701,
Boise, ID 83702
$1,356,047,848 2138 A percentage of AUM
Hourly charges
Fixed fees
2000 John Loop,
Coeur D'Alene, ID 83814
$1,020,000,942 3843 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
800 W Main Street , Suite 1200,
Boise, ID 83702-5778
$499,044,171 132 A percentage of AUM
250 South 5th Street , Suite 600,
Boise, ID 83702
$341,704,173 1276 A percentage of AUM
Hourly charges
Fixed fees
877 W. Main Street , Suite 602,
Boise, ID 83702
$287,217,497 155 A percentage of AUM
1028 S. Bridgeway Place, Suite 100,
Eagle, ID 83616-6095
$263,439,907 831 A percentage of AUM
390 East Parkcenter Boulevard , Suite 100a,
Boise, ID 83706
$234,247,863 561 A percentage of AUM
Fixed fees
2484 N Stokesberry Place , Suite 100,
Meridian, ID 83646-6083
$158,458,266 927 A percentage of AUM
Hourly charges
Fixed fees
500 North Washington , Suite 202,
Ketchum, ID 83340
$151,719,133 423 A percentage of AUM
Fixed fees
1880 S. Cobalt Point Way , Suite 350,
Meridian, ID 83642
$125,407,070 442 A percentage of AUM
Hourly charges
Fixed fees
275 S 5th Ave, Suite 251,
Pocatello, ID 83201
$101,767,177 2 A percentage of AUM
Hourly charges
Fixed fees
4477 W. Emerald Street , Suite A100,
Boise, ID 83706
$0 0 A percentage of AUM
Hourly charges

    List of Additional Advisors in Idaho*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Amy McMurdie
    Inquire with Amy
    1025 Shoshone St N, Ste 5, Twin Falls, ID  83301 208-734-8909
    Brent Larkin
    Inquire with Brent
    101 S Capitol Blvd, Suite 401, Boise, ID  83702 208-338-6958
    Brandon Baxter
    Inquire with Brandon
    101 S Capitol Blvd, Suite 401, Boise, ID  83702 208-338-2785
    Blansett Wealth Navigation, LLC
    Inquire with Blansett
    2449 South Vista Avenue, Suite A, Boise, ID  83705 208-333-9584
    American Capital Tactics
    Inquire with American
    1965 North Palisades Drive, Post Falls, ID  83854 208-292-8355
    Arche Wealth Management
    Inquire with Arche
    6003 West Overland Road, Suite 302, Boise, ID  83709 208-489-1989
    Brandon C. Bailey
    Inquire with Brandon
    101 S Capitol Blvd, Suite 401, Boise, ID  83702 208-338-2749
    Steven Petersen
    Inquire with Steven
    4189 Pole Line Rd, Pocatello, ID  83202 208-232-6594
    Justin Samples
    Inquire with Justin
    8781 W Ardene St, Ste 101, Boise, ID  83709 208-938-4416
    Thomas Frame
    Inquire with Thomas
    101 N Fourth Ave, Ste 205, Sandpoint, ID  83864 208-665-6300
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      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

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      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?