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Find Best Financial Advisors in Idaho

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A densely populated state like Idaho has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Idaho and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Idaho
Last Updated - 09-Aug-2022

Idaho has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 269 non-vetted advisors in your local area. These financial advisors in Idaho have an average of 30 years of experience.

NOTE: The list of financial advisors in 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 Idaho.

List of Qualified Financial Advisors in 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

Information on Qualified Financial Advisors in Idaho

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.

About Treasure Valley Financial Planning

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 Idaho (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
The Caprock Group, Llc
800 West Main Street , Suite 1150,
Boise, ID 83702
$5,741,563,357 259 A percentage of AUM
Fixed fees
Clearwater Advisors, Llc
101 S. Capitol Blvd , Suite 1201,
Boise, ID 83702
$4,009,666,146 69 A percentage of AUM
Fixed fees
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
Rw Investment Management Llc
101 S Capitol Blvd, Suite 1701,
Boise, ID 83702
$1,356,047,848 2138 A percentage of AUM
Hourly charges
Fixed fees
Pinkerton Retirement Specialists, Llc
2000 John Loop,
Coeur D'Alene, ID 83814
$1,020,000,942 3843 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Db Fitzpatrick
800 W Main Street , Suite 1200,
Boise, ID 83702-5778
$499,044,171 132 A percentage of AUM
Selway Asset Management, Inc.
877 W. Main Street , Suite 602,
Boise, ID 83702
$287,217,497 155 A percentage of AUM
Hourly charges
Arcadia Investment Advisors, Llc
1028 S. Bridgeway Place, Suite 100,
Eagle, ID 83616-6095
$263,439,907 831 A percentage of AUM
Br Wealth Management
390 East Parkcenter Boulevard , Suite 100a,
Boise, ID 83706
$234,247,863 561 A percentage of AUM
Hourly charges
Fixed fees
Hawke Financial Group
2484 N Stokesberry Place , Suite 100,
Meridian, ID 83646-6083
$158,458,266 927 A percentage of AUM
Fixed fees
Elite Financial, Inc.
739 Bryden , Suite B,
Lewiston, ID 83501
$154,085,439 711 A percentage of AUM
Hourly charges
American Capital Advisory, Llc
500 North Washington , Suite 202,
Ketchum, ID 83340
$151,719,133 423 A percentage of AUM
Fixed fees
Other (A SOLICITOR AGREEMENT FOR LEGACY ACCOUNTS (SEE PART 2))
Doceo Wealth, Llc
1880 S. Cobalt Point Way , Suite 350,
Meridian, ID 83642
$125,407,070 442 A percentage of AUM
Fixed fees
Northstar Financial Management, Inc.
110 South Main Street,
Moscow, ID 83843-2806
$110,035,479 521 A percentage of AUM
Subscription fees
Fixed fees
Fiduciary Services Llc
275 S 5th Ave, Suite 251,
Pocatello, ID 83201
$101,767,177 2 A percentage of AUM
Fixed fees

    List of Additional Advisors in Idaho*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Amy McMurdie
    Inquire with Amy
    1025 Shoshone St N, Ste 5, Twin Falls, ID  83301 208-734-8909
    Brent Larkin
    Inquire with Brent
    101 S Capitol Blvd, Suite 401, Boise, ID  83702 208-338-6958
    Brandon Baxter
    Inquire with Brandon
    101 S Capitol Blvd, Suite 401, Boise, ID  83702 208-338-2785
    Blansett Wealth Navigation, LLC
    Inquire with Blansett
    2449 South Vista Avenue, Suite A, Boise, ID  83705 208-333-9584
    American Capital Tactics
    Inquire with American
    1965 North Palisades Drive, Post Falls, ID  83854 208-292-8355
    Arche Wealth Management
    Inquire with Arche
    6003 West Overland Road, Suite 302, Boise, ID  83709 208-489-1989
    Brandon C. Bailey
    Inquire with Brandon
    101 S Capitol Blvd, Suite 401, Boise, ID  83702 208-338-2749
    Steven Petersen
    Inquire with Steven
    4189 Pole Line Rd, Pocatello, ID  83202 208-232-6594
    Justin Samples
    Inquire with Justin
    8781 W Ardene St, Ste 101, Boise, ID  83709 208-938-4416
    Thomas Frame
    Inquire with Thomas
    101 N Fourth Ave, Ste 205, Sandpoint, ID  83864 208-665-6300
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