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Find Top Financial Advisors in Meridian, 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 Meridian, Idaho

Last Updated - November 24, 2023

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.

Qualified Financial Advisors in Meridian, Idaho

Financial Advisor Experience AUM Minimum Assets Fee Structure
Frank Remund
*14050 N Rainy Pl,
Bosie, ID 83714
15 Years $0 $1,000,000 Fee-Only

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Information on Qualified Financial Advisors in Meridian, 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,
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

Top Financial Advisor Firms in Meridian, Idaho (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
3597 E Monarch Sky Ln, Suite 330, Meridian, ID 83646
35 698 $1,984,837,665
A percentage of AUM, Hourly charges, Fixed fees
3597 E Monarch Sky Ln, Suite 330, Meridian, ID 83646
33 1497 $445,552,739
A percentage of AUM
2484 N Stokesberry Place, Suite 100, Meridian, ID 83646-6083
3 927 $158,458,266
A percentage of AUM, Hourly charges, Fixed fees
3363 E Presidential Dr, Ste. 110, Meridian, ID 83642
7 588 $151,722,562
A percentage of AUM, Fixed fees
1880 S. Cobalt Point Way, Suite 350, Meridian, ID 83642
5 442 $125,407,070
A percentage of AUM, Hourly charges, Fixed fees

    List of Additional Advisors in Meridian, Idaho*

    * 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

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

      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 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.