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Find Top Financial Advisors in Boise, Idaho

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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 Boise, Idaho
Last Updated - 01-Aug-2022

Boise has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 65 non-vetted advisors in your local area. These financial advisors in Boise, Idaho have an average of 30 years of experience.

NOTE: The list of financial advisors in Boise, 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 Boise, Idaho.

Qualified Financial Advisors in Boise, 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 Boise

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 Boise, 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
Mountain Pacific Investment Advisers, Llc
877 West Main Street , Suite 704,
Boise, ID 83702
$2,010,105,437 751 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
Petso Financial Consultants Llc
1405 W Main Street,
Boise, ID 83702
$1,087,123,799 3341 A percentage of AUM
Hourly charges
Fixed fees
Buffington Mohr Mcneal
802 West Bannock Street , Suite 100,
Boise, ID 83702
$890,931,692 1466 A percentage of AUM
Fixed fees
Aspen Capital Management
802 W. Bannock St. , Suite 701,
Boise, ID 83702
$836,060,000 1798 A percentage of AUM
Db Fitzpatrick
800 W Main Street , Suite 1200,
Boise, ID 83702-5778
$499,044,171 132 A percentage of AUM
Perspective Wealth Partners, Llc
121 N 9th Street , Suite 204,
Boise, ID 83702
$476,358,239 212 A percentage of AUM
Hourly charges
The Helmstar Group, Llc
250 South 5th Street , Suite 600,
Boise, ID 83702
$341,704,173 1276 A percentage of AUM
Fixed fees
Tumwater Wealth Management, Llc
101 S. Capitol Blvd. Ste. 1603,
Boise, ID 83702
$291,233,749 561 A percentage of AUM
Hourly charges
Fixed fees
Selway Asset Management, Inc.
877 W. Main Street , Suite 602,
Boise, ID 83702
$287,217,497 155 A percentage of AUM
Hourly charges
Wood Tarver Financial
1101 West River Street , Suite 170,
Boise, ID 83702
$285,000,000 1230 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
Tree City Advisors, Llc
1673 W Shoreline Dr. , Suite 140,
Boise, ID 83702
$187,831,076 969 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees

    List of Additional Advisors in Boise, Idaho*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    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
    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
    Justin Samples
    Inquire with Justin
    8781 W Ardene St, Ste 101, Boise, ID  83709 208-938-4416
    Chris Crosby
    Inquire with Chris
    8781 W Ardene St, Ste 101, Boise, ID  83709 208-345-2367
    Fulcrum Wealth Management Group
    Inquire with Fulcrum
    8781 W Ardene St, Ste 101, Boise, ID  83709 208-938-4416
    C Lancer Erwin
    Inquire with C
    412 E Parkcenter Blvd, Ste 209, Boise, ID  83706 208-367-0233
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    101 S Capitol Blvd, Suite 401, Boise, ID  83702 208-338-2700
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      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.

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      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.

      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?