Garden City, ID
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Find Top Financial Advisors in Garden City, 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 Garden City, Idaho

Last Updated - May 13, 2024

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

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

Qualified Financial Advisors in Garden City, 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 Garden City, 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


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.