Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
Meridian
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
31
non-vetted advisors in your local area. These financial advisors in
Meridian,
Idaho
have an average of
15
years of experience.
NOTE: The list of vetted financial
advisors in
Meridian,
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
Meridian, Idaho.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 15 Years | $0 | $1,000,000 | Fee-Only |
Qualifications
CRD# 5452950
Firm CRD# 1123
Series 66
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
*14050 N Rainy Pl,
Bosie,
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.
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 35 | 698 | $1,984,837,665 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 33 | 1497 | $445,552,739 | A percentage of AUM
|
|
| 3 | 927 | $158,458,266 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 7 | 588 | $151,722,562 | A percentage of AUM, Fixed fees
|
|
| 5 | 442 | $125,407,070 | A percentage of AUM, Hourly charges, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 501 S. Main St., Meridian, ID 83642 | 208-899-8389 | |
| 3067 E. Copper Point Dr., Ste. 110, Meridian, ID 83642 | 208-425-7016 | |
| 8 W Franklin Rd, Meridian, ID 83642 | 208-890-2224 | |
| 2572 N Stokesberry Pl, Ste 100, Meridian, ID 83646 | 208-888-5455 | |
| 3597 East Monarch Sky Lane, Suite 240, Meridian, ID 83646 | 208-344-9704 | |
| 1404 North Main Street, Suite 102, Meridian, ID 83642 | 208-947-7253 | |
| 1404 North Main Street, Suite 102, Meridian, ID 83642 | 208-947-7253 | |
| 1404 North Main Street, Suite 102, Meridian, ID 83642 | 208-947-7253 | |
| 1404 North Main Street, Suite 102, Meridian, ID 83642 | 208-947-7253 | |
| 1404 North Main Street, Suite 102, Meridian, ID 83642 | 208-947-7253 |
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 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?
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.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
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.
