wiseradvisor

Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

Find Top Financial Advisors in Eagle, Idaho

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Eagle, Idaho

Last Updated - February 25, 2024

Eagle has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Eagle, Idaho have an average of 15 years of experience.

NOTE: The list of vetted financial advisors in Eagle, 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 Eagle, Idaho.

Qualified Financial Advisors in Eagle, Idaho

Financial Advisor Experience AUM Minimum Assets Fee Structure
Frank Remund
CFP®, EA
SAVVY ADVISORS INC
*14050 N Rainy Pl,
Boise, ID 83714
15 Years $0 $1,000,000 Fee-Only

Are you a Financial Advisor in Eagle?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?


Information on Qualified Financial Advisors in Eagle, Idaho

Qualifications CRD# 5452950
Firm CRD# 1123
Series 66

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


Office Location *14050 N Rainy Pl,
Boise,
ID
83714
Phone Number 503-386-4982

As a CERTIFIED FINANCIAL PLANNER professional and an Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service, Frank provides tax guidance to clients as part of his advisory relationship. Frank Remund grew up in southwest Washington as the youngest of three children in a highly competitive family. From a young age, he learned that knowledge, planning, and hard work are the keys to success, and that listening is crucial. Frank's interest in investing was kindled as a child when he was gifted a few shares of stock. This initial curiosity has since matured into a lifelong passion. After graduating from high school, Frank was accepted into the University of Washington. There, he pursued his Bachelor of Science degree in Economics while also competing on the Huskies track and field team as a high jumper and serving as the team captain. The fundamental lessons that Frank learned during his upbringing have been instrumental throughout his professional journey. They have enabled him to establish strong, personal relationships with his clients, understand their priorities, and develop personalized financial plans that secure their financial success. Frank is a member of several professional organizations, including the Garrett Planning Network. He has also had the privilege of teaching the rigorous Retirement Income tax course for H&R Block tax professionals, as well as courses on Employee Stock Plan Compensation, Restricted Stock Units, Employee Stock Purchase Plans, and Non-Qualified Options. Frank now joins Savvy Advisors, bringing his wealth of experience and passion for financial planning. He resides in Boise, Idaho, with his wife Abby and their four very active school-age boys. In his spare time, he enjoys volunteering as a coach for their baseball, soccer, and basketball teams. Frank's life is enriched by family, church, and work.

About Savvy Advisors Inc

Savvy Advisors Inc

Savvy Wealth is a modern wealth management firm. We pair you with a dedicated financial advisory team to handle your holistic wealth management needs, including financial planning, investment management, tax optimization, estate planning, retirement planning, and more. We help take control of your financial future so that you can live the life you aspire to live. Visit www.savvywealth.com to learn more. Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy Wealth).

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts


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 Eagle, Idaho (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
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
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
664 S Rivershore Lane Ste 150, Eagle, ID 83616
33 2737 $407,674,041
A Percentage of AUM, Hourly charges, Fixed Fees
WEST OAK CAPITAL, LLC
1028 S. Bridgeway Place, Suite 120b, Eagle, ID 83616
8 311 $403,435,494
A Percentage of AUM
ARCADIA INVESTMENT ADVISORS, LLC
1028 S. Bridgeway Place, Suite 100, Eagle, ID 83616-6095
5 848 $227,324,388
A Percentage of AUM
PROFITSCORE CAPITAL MANAGEMENT, INC.
1028 S Bridgeway Pl, Suite 120, Eagle, ID 83616
4 20 $119,700,000
A Percentage of AUM, Other (LICENSING FEES FOR INDEX USAGE)

    Select other cities around Eagle, Idaho to broaden your search for a financial advisor

    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.