Ryan Campbell

158 Birch St.
Shelley, ID 83274

Providing financial peace of mind...

Provident Financial Advisors, LLC | Financial Advisor in Shelley ,ID

About Provident Financial Advisors, LLC

At Provident Financial Advisors, our mission is to provide you and your family the peace of mind that comes with financial security. We do this by guiding you through the process of developing and implementing a financial plan that will help you achieve your future goals and dreams.

We provide two main services to achieve this mission; financial planning and investment management.

Financial planning consists of developing a realistic and thorough plan to accomplish your future financial goals. This includes retirement planning, education funding, risk management, charitable gifting strategies, estate planning, and tax planning.

We also provide investment management services to assist you in properly aligning your investments with your objectives and tolerance for risk.

We do not sell products like life insurance, annuities, mutual funds, and other products. We provide unbiased advice without conflicts of interest as we are a fee-only advisor that receives no commissions from any source.

Currently, we are registered to provide these services throughout the state of Idaho; however, we may consider registering in other states, as necessary.

8 Years of Experience



General Information
States Licensed in:   Idaho
Number of Years with Current Firm:   1


Services
Investment Types:   Exchange Traded Funds (ETFs) , Options & Futures , Mutual Funds , Bonds , Stocks
I can meet clients in the following ways:   At my office , Via phone , Via email , At your office , At your home


Qualifications & Memberships
Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets , Hourly
Fee % Based on Assets:   .50 - 1.00
Hourly Rate:   $125
Minimum Fee Charged for Managed Accounts:   No MInimum



FAQs

  • Do you have a customer satisfaction or refund policy? We believe that we have the best customer satisfaction policy in the industry. We do not require payment until after you are 100% satisfied with your financial plan.
  • What services do you offer? We offer both financial planning and investment management services. Our comprehensive financial planning services include retirement planning, education funding, tax planning, estate planning, charitable giving strategies, and risk management. We also offer portfolio management services for those who lack the time, experience, and desire to invest on their own.
  • Will you be the only person working with me? Yes
  • How are you compensated? How will I pay for your services? Customers pay an hourly fee for financial planning services. Portfolio management clients are billed on a percentage of assets under management.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? For most accounts, we provide discretionary management of your investments. This means that we do not have to obtain your permission for each transaction. However, we will always invest your assets according to a pre-determined strategy that is developed to best meet your goals.
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Ryan Campbell

Ryan Campbell

None, CERTIFIED FINANCIAL PLANNER™ Certificant