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Find the Best Financial Advisors in Idaho

Idaho, one of the most densely populated states in the United States, has a population of over 1.90 million residents. With a cost of living that is 6% lower than the national average, this state could potentially provide residents with opportunities to optimize their finances. When it comes to making important financial decisions in Idaho, having an experienced and trustworthy financial advisor by your side can make a difference. A qualified financial advisor can provide insightful knowledge in multiple financial matters including retirement planning, investment management, wealth management, estate planning, and more, to guide you toward your financial goals. You may use our directory to connect with financial advisors or use our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

Finding the Top Financial Advisor in Idaho

Last Updated - May 16, 2024

Idaho has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Idaho have an average of 31 years of experience.

NOTE: The list of vetted financial advisors in Idaho mentioned below does 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
Brian Crook
SUMMIT WEALTH PLANNING
439 E. Shore Drive Suite 250,
Eagle, ID 83616
31 Years Not Specified $150,000 Fee-Based

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Information on Qualified Financial Advisors in Idaho

Qualifications CRD# 2353138
Firm CRD# 6413
Series 4, 7, 24, 53, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 439 E. Shore Drive Suite 250,
Eagle,
ID
83616
Phone Number 208-472-8850

Brian Crook brings over three decades of experience as a financial consultant, with a career that commenced at Piper Jaffray in 1993. Throughout his journey, he navigated clients through the dynamic financial landscape, including a five-year tenure as a branch manager for DA Davidson Companies. As a seasoned financial consultant, Brian is an Investment Advisor Representative of Good Life Advisors and a Certified Wealth Strategist. He offers comprehensive advice on all aspects of his clients' financial well-being, tailoring wealth management strategies to their individual circumstances and aspirations. Drawing from a wealth of experience and mentorship, Brian's investment philosophy is rooted in the insights of esteemed investors such as Benjamin Graham and Sir John Templeton. He prioritizes the preservation of wealth, seeking reasonable investment returns with a focus on the return of principal. Beyond his professional endeavors, Brian is deeply engaged in the Boise community, having served as the charter president of the Eagle Kiwanis club and contributed to various organizations such as the Eagle Planning and Zoning committee, Junior Achievement of Idaho, and Idaho 2 Fly, where he guided cancer victims. An enthusiastic outdoorsman, Brian cherishes the opportunities presented by the scenic landscapes of the western states. Brian resides and conducts business in Boise, extending his knowledge to clients across multiple states. His unwavering commitment to principles, ethics, and integrity underscores his professional ethos, ensuring his clients receive steadfast support and guidance in their financial journeys.Brian Crook holds a bachelor's degree from Oregon State University. Brian offers advice and insights across all factors of a client's financial and wealth planning needs. Brian volunteers his time within the community to help make a difference. He was one of the founding board members of the Eagle Kiwanis Club and Charter President, and serves on the Eagle City Planning and Zoning Committee.

About Summit Wealth Planning

Summit Wealth Planning

When you work with Summit Wealth Planning, you're part of the family. Our team of professionals has 79 years of cumulative experience in financial services. We can help you address your needs today and for many years to come.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Idaho (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
THE CAPROCK GROUP, LLC
800 West Main Street, Suite 1150, Boise, ID 83702
48 291 $5,919,748,883
A Percentage of AUM, Fixed Fees
CLEARWATER ADVISORS, LLC
101 S. Capitol Blvd, Suite 1201, Boise, ID 83702
10 72 $3,626,745,624
A Percentage of AUM, Fixed Fees
INSPIRE INVESTING, LLC
3597 E Monarch Sky Ln, Suite 330, Meridian, ID 83646
23 1428 $2,031,677,896
A Percentage of AUM, Hourly charges, Fixed Fees
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC
877 West Main Street, Suite 704, Boise, ID 83702
5 792 $1,678,868,561
A Percentage of AUM, Fixed Fees
RW INVESTMENT MANAGEMENT LLC
1028 S. Bridgeway Place, Suite 200, Eagle, ID 83616
17 2095 $1,154,845,039
A Percentage of AUM, Hourly charges, Fixed Fees
CONTINUUM ADVISORY, LLC
873 E. State Street, Eagle, ID 83616
67 2045 $1,019,114,914
A Percentage of AUM, Fixed Fees
FIDUCIARY SERVICES LLC
275 S 5th Ave, Suite 251, Pocatello, ID 83201
7 49 $1,014,053,776
A Percentage of AUM, Hourly charges, Fixed Fees
PETSO FINANCIAL CONSULTANTS LLC
1405 W Main Street, Boise, ID 83702
5 3462 $1,001,733,985
A Percentage of AUM, Fixed Fees
PINKERTON RETIREMENT SPECIALISTS, LLC
2000 John Loop, Coeur D'Alene, ID 83814
21 4163 $892,233,633
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
ASPEN CAPITAL MANAGEMENT
101 S Capitol Blvd, Suite 610, Boise, ID 83702
9 1940 $850,370,000
A Percentage of AUM
BUFFINGTON MOHR MCNEAL
802 West Bannock Street, Suite 100, Boise, ID 83702
10 1504 $782,536,297
A Percentage of AUM, Hourly charges, Fixed Fees
INSPIRE ADVISORS, LLC
3597 E Monarch Sky Ln, Suite 330, Meridian, ID 83646
29 4228 $520,780,003
A Percentage of AUM
PERSPECTIVE WEALTH PARTNERS, LLC
121 N 9th Street, Suite 204, Boise, ID 83702
7 256 $501,239,401
A Percentage of AUM
DB FITZPATRICK
800 W Main Street, Suite 1200, Boise, ID 83702-5778
11 128 $442,187,642
A Percentage of AUM
TELEO CAPITAL MANAGEMENT LLC
1100 W. Idaho, Suite 330, Boise, ID 83702
26 6 $423,749,666
A Percentage of AUM, Performance Based

    Frequently Asked Questions

    Our directory for the state of Idaho features various types of financial advisors, including investment advisors, portfolio managers, wealth managers, financial planners, retirement planners, and more. These professionals specialize in managing investments, providing ongoing financial advice, assisting with goal planning, and providing guidance for retirement savings strategies. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.

    Financial advisors in Idaho typically offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, as well as your financial needs and goals. Read on to better understand how financial advisors can assist you with the various services they provide.

    The cost of hiring a financial advisor in Idaho varies depending on the advisor's experience, services, and fee structure. Financial advisors typically charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, flat fees, or based on commission. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

    When choosing a financial advisor in Idaho, it's important to consider key factors including an advisor's qualifications, experience, and method of compensation. Additionally, it's important to consider their investment philosophy, approach to financial management, and whether a financial advisor is bound to act in your best interests. To ensure you are making an informed decision and choosing the right financial advisor to manage your finances, we recommend our guide on the 5 things to consider when hiring a financial advisor.

    Working with a financial advisor in Idaho can offer many benefits. As the advisor's client, you can benefit from the advisor's extensive knowledge, experience, and perspective resulting in you gaining peace of mind. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns. They can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read about the benefits of working with a financial advisor.

    A financial advisor in Idaho can assist you in planning for retirement by creating a personalized financial plan that considers your assets, income, expenses, and goals. They can help you develop a savings strategy, choose retirement accounts, manage investments, plan for healthcare expenses, and ensure your assets are distributed as per your wishes. To learn more about how an advisor can help you prepare for retirement, read on about why you should hire a retirement advisor.

    In order to become a financial advisor in Idaho, individuals must obtain the appropriate licenses and certifications that comply with state and federal regulations, such as holding licenses as investment advisor representatives (IARs) and often having credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. To further explore the various credentials required of an advisor, read more about advisor designations.

    During your first meeting with a financial advisor, they will likely ask you about your financial goals, current financial situation, and risk tolerance. They may also request information about your income, expenses, assets, and about your investment experience, and any specific concerns you may have. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.

    How often you should review your financial plan with your planner or financial advisor in Idaho may depend on your individual needs and circumstances. It is recommended that individuals meet with their financial planner at least once a year to review their financial plan and make any necessary adjustments. However, if you experience a significant life change or have complex finances, you may need to meet with your financial advisor more frequently to ensure that your plan remains on track. Read on to learn more about how often you should meet with your advisor.

    During the initial consultation with a potential financial advisor in Idaho, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 Key Questions You Should Ask Your Financial Advisor.

    Yes, there are financial advisors in Idaho that provide financial guidance for small businesses and are familiar with the unique regulations and incentives for small business owners in the state. These advisors can provide tailored guidance and strategies to help small business owners navigate complex tax laws, take advantage of available incentives, and optimize their financial operations to achieve their business goals. To further explore how financial advisors listed on our directory for the state of Idaho can support you, read on about if you need a financial advisor as a small business owner.

    Yes, financial advisors can provide valuable guidance and support regardless of the size of your portfolio. Even with a small amount to invest, an advisor can help you develop a tailored plan to reach your financial goals, mitigate risks, and make informed financial decisions. To explore how financial advisors can assist with investment management and grow your portfolio, read more about the impact of asset allocation on your portfolio.

    To determine the trustworthiness and reliability of a financial advisor in Idaho, it's important to conduct complete research and background checks through reputable regulatory bodies like FINRA and the SEC. These organizations regulate the financial industry and can help ensure that advisors are held to high ethical standards. You can also check online reviews, ask for referrals from friends and family, and do your own research to verify the advisor's credentials and track record. If you are searching for a trustworthy financial advisor, we recommend using the free financial advisor match tool to find and compare pre-screened and vetted advisors matched to your needs.

    A retirement planning advisor in Idaho can provide valuable guidance on optimizing your Social Security benefits by analyzing your unique financial situation. They can help you determine the most advantageous age to start claiming benefits based on factors such as your expected lifespan, other sources of income, and individual goals. They'll consider how working during retirement and potential tax implications might impact your benefits. Through careful analysis and personalized strategies, they can assist you in making informed decisions that maximize your Social Security benefits over the long term. To learn more about how you can further benefit from the help of a retirement planner, explore why you should hire a retirement advisor.