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Susan, a Retired Executive from New York
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 for you to
choose from and
30
non-vetted advisors in your local area. These financial advisors in
Meridian, Idaho
have an average of
30
years of experience.
NOTE: The list of financial
advisors in
Meridian, Idaho
mentioned below do 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 |
| JT Belnap
TREASURE VALLEY FINANCIAL PLANNING 3080 E. Gentry Way #205, Meridian, ID 83642 |
30 | $60,000,000 | $250,000 | Fee-Only |
Qualifications
CRD# 5598602
Firm CRD# 170602
Series 6, 7, 63, 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
3080 E. Gentry Way #205,
Meridian,
ID
83642
Phone Number
208-813-9500
Clients describe JT as passionate, caring & creative. JT is a native Idahoan who takes great pride in being able to live and work in the beautiful Treasure Valley. He is married with five children. He met his wife in choir class, and they have instilled a love for music in their family. They enjoy dressing up for Halloween every year in a family theme. JT loves to cook, and his family gets to try out all of his concoctions. He is active in church and community functions. He is a graduate of Boise State University, Go Broncos! With over a decade of financial planning experience, JT co-founded Treasure Valley Financial Planning in 2018 to help residents preparing for retirement. As a fiduciary and without conflicts of interest, he provides objective advice that is in his clients' best interests. He offers holistic advice, well beyond investment management. His clients know he will roll up his sleeves to come up with creative solutions to almost any financial issue. They find comfort knowing they can trust him to be there when it matters most. His most rewarding experiences come when he helps his clients think of an idea that they had never thought of before, or thought was even possible. His clients appreciate that he is honest and is a get it done person. His office is conveniently located in the heart of the Treasure Valley, right off of the Eagle road exit in Meridian.
Treasure Valley Financial Planning is a fiduciary financial planning and investment management firm headquartered in Meridian, ID. Bringing thirty years of combined experience, JT Belnap and Michael Fuhriman, CRPS saw an opportunity to serve the community they love by providing a unique financial planning experience free of conflicts of interest. We provide independent, objective, and unbiased advice. We love what we do, and it shows. We focus on helping those climbing the mountain to retirement and those who've recently reached the summit. During this time, there are 15 critical financial decisions to be made. We help our clients navigate these complex issues so they can enjoy their life doing the things that matter most. We've developed the Peace & Prosperity Model to ensure all areas of your life feel secure. Our clients need more than just investment management. They want a four-pillar approach that considers Retirement Planning, Investment Management, Estate & Tax Planning while considering underlying risks. They want a team that provides a truly comprehensive solution so they can pursue peaceful prosperity in retirement. We are sensitive to investment management costs and provide a fully transparent and easily understandable fee schedule. Most importantly, we are great listeners. We partner with you only after fully understanding your situation and concerns. We look forward to the opportunity to partner together.
Advisory Services Provided:
Retirement Planning, Wealth Management, Tax Advice and Services, Estate Planning & Trusts
Top Financial Advisor Firms in Meridian, Idaho (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| INSPIRE INVESTING, LLC
3597 E Monarch Sky Ln , Suite 330, Meridian, ID 83646 |
$1,984,837,665 | 698 |
A percentage of AUM Hourly charges Fixed fees |
| INSPIRE ADVISORS, LLC
3597 E Monarch Sky Ln , Suite 330, Meridian, ID 83646 |
$445,552,739 | 1497 |
A percentage of AUM |
| HAWKE FINANCIAL GROUP
2484 N Stokesberry Place , Suite 100, Meridian, ID 83646-6083 |
$158,458,266 | 927 |
A percentage of AUM Hourly charges Fixed fees |
| DESERT ROSE CAPITAL MANAGEMENT, INC.
3363 E Presidential Dr , Ste. 110, Meridian, ID 83642 |
$151,722,562 | 588 |
A percentage of AUM Fixed fees |
| DOCEO WEALTH, LLC
1880 S. Cobalt Point Way , Suite 350, Meridian, ID 83642 |
$125,407,070 | 442 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Grow your AUM with pre-qualified leads!
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