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Advisers in Boise, ID

32 advisers in Boise — 32 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (23)Hourly fees (11)Flat / fixed fees (23)Retirement plan consulting (11)

All advisers

Accord Capital Management, LTD.802 W Bannock St Suite 602 · Boise, ID 83702 · (208) 720-4320 · % of assets managedCRD 285933 · % of assets · $32.0 million AUMState registeredNo commissions reportedAdvanced Financial Solutions, INC.4700 N. Cloverdale Rd, Suite #101 · Boise, ID 83713 · (208) 376-0091 · Financial planningCRD 121538 · % of assets, Fixed fees · $16.7 million AUMState registeredNo commissions reportedArc Advisers LLC475 W. Main Street · Boise, ID 83702 · (406) 218-1430 · Financial planningCRD 307497 · % of assets, Hourly charges, Fixed fees · $104.9 million AUMState registeredNo commissions reportedArrien Investments, INC.4477 West Emerald Street, Suite A100 · Boise, ID 83706 · (208) 338-1520 · Financial planningCRD 321819 · % of assets, Hourly charges · $226.6 million AUMSEC registeredNo commissions reportedAscent Retirement Advisors475 W Main St, Suite 300 · Boise, ID 83702 · (208) 342-0029 · % of assets managedCRD 325385 · % of assets · $43.9 million AUMState registeredNo commissions reportedAspen Capital Management, LLC101 S Capitol Blvd, Suite 610 · Boise, ID 83702 · (208) 345-0174 · Financial planningCRD 119050 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedBerkeley, INC3778 Plantation River Drive, Suite 102 · Boise, ID 83703 · (208) 853-6980 · Financial planningCRD 117667 · % of assets, Hourly charges, Fixed fees · $573.9 million AUMSEC registeredNo commissions reportedBr Wealth Management380 E. Parkcenter Blvd., Suite 205 · Boise, ID 83706 · (208) 258-2540 · Financial planningCRD 307546 · % of assets, Hourly charges, Fixed fees · $328.8 million AUMSEC registeredNo commissions reportedClearwater Advisors, LLC101 S. Capitol Blvd, Suite 1201 · Boise, ID 83702 · (208) 433-1222 · Flat / fixed feesCRD 116865 · % of assets, Fixed fees · $4.7 billion AUMSEC registeredNo commissions reportedDb Fitzpatrick800 W Main Street, Suite 1200 · Boise, ID 83702 · (208) 342-2280 · % of assets managedCRD 105671 · % of assets · $487.0 million AUMSEC registeredNo commissions reported
Echelon Group251 E. Front Street, Suite 202 · Boise, ID 83702 · (208) 345-9944 · Financial planningCRD 333195 · % of assets, Fixed fees · $265.2 million AUMSEC registeredNo commissions reportedFigure 8 Investment Strategies LLC1410 W Washington St · Boise, ID 83702 · (208) 385-0078 · Financial planningCRD 282973 · % of assets, Fixed fees · $233.4 million AUMSEC registeredNo commissions reportedFranklin Trend Investment Management, LLC199 N. Capitol Blvd, Suite 502 · Boise, ID 83702 · (208) 345-1231 · % of assets managedCRD 282977 · % of assets · $32.5 million AUMState registeredNo commissions reportedFreedom Fiduciaries LLC250 S 5th St, Ste 680 · Boise, ID 83702 · (208) 900-4331 · Flat / fixed feesCRD 323673 · % of assets, Fixed fees · $584.6 million AUMSEC registeredNo commissions reportedGrow Rasmussen Consulting LLC12550 W Explorer Drive, Suite 275 · Boise, ID 83713 · (208) 321-0660 · Financial planningCRD 118714 · % of assets · $58.7 million AUMState registeredNo commissions reportedGuernica Capital4100 E. Wildhorse Lane · Boise, ID 83712 · (208) 830-3441 · % of assets managedCRD 311210 · % of assets · $17.7 million AUMState registeredNo commissions reportedHelmstar Wealth Management250 South 5th Street, Suite 600 · Boise, ID 83702 · (208) 429-0800 · Financial planningCRD 145074 · % of assets, Hourly charges, Fixed fees · $785.6 million AUMSEC registeredNo commissions reportedIntegrated Advisors4346 W. Rose Hill Street, Suite a · Boise, ID 83705 · (208) 344-6888 · Financial planningCRD 283592 · % of assets, Hourly charges, Fixed fees · $49.0 million AUMState registeredNo commissions reportedIntegrated Financial Management, LLC9470 W. Fairview Ave. · Boise, ID 83704 · (208) 376-1648 · Financial planningCRD 304071 · % of assets, Fixed fees · $61.2 million AUMState registeredNo commissions reportedInterwest Investment Advisors, INC1450 S. Eagle Flight Way, Suite 110 · Boise, ID 83709 · (208) 465-0033 · Financial planningCRD 142840 · % of assets, Hourly charges, Fixed fees · $74.6 million AUMState registeredNo commissions reportedLegacy Wealth Management, LLC13965 W. Chinden Blvd., Suite 100 · Boise, ID 83713 · (208) 955-0500 · Financial planningCRD 174767 · % of assets, Fixed fees, Performance-based fees · $629.0 million AUMSEC registeredNo commissions reportedMountain Pacific Investment Advisers, LLC877 West Main Street, Suite 704 · Boise, ID 83702 · (208) 336-1422 · Financial planningCRD 104749 · % of assets, Fixed fees · $933.7 million AUMSEC registeredNo commissions reportedPacific Value, LLC101 South Capitol Blvd., Suite 502 · Boise, ID 83702 · (208) 331-2315 · % of assets managedCRD 147086 · % of assets · $190.0 million AUMSEC registeredNo commissions reportedPerspective Wealth Partners, LLC121 N 9th Street, Suite 400 · Boise, ID 83702 · (208) 429-0960 · Financial planningCRD 140330 · % of assets · $843.9 million AUMSEC registeredNo commissions reportedPrivate Wealth Advisors223 N 6th St, Suite 400 · Boise, ID 83702 · (208) 287-8870 · Financial planningCRD 152073 · % of assets, Hourly charges, Fixed fees · $12.8 million AUMState registeredNo commissions reportedScratch Capital250 S. 5th St., Suite 680 · Boise, ID 83702 · (208) 901-8018 · Financial planningCRD 318835 · % of assets, Fixed fees · $230.1 million AUMSEC registeredNo commissions reportedSilveria Wealth Group, LLC106 N 6th St., Ste 221 · Boise, ID 83702 · (208) 994-5676 · Financial planningCRD 337591 · % of assets, Fixed fees, Other · $350,406 AUMState registeredNo commissions reportedThe Asset Consulting Group, INC410 S Orchard Suite 112 · Boise, ID 83705 · (208) 333-9922 · Hourly feesCRD 173060 · % of assets, Hourly charges, Fixed fees · $106.5 million AUMState registeredNo commissions reportedThe Caprock Group, LLC800 West Main Street, Suite 1150 · Boise, ID 83702 · (208) 368-9600 · Financial planningCRD 124272 · % of assets, Fixed fees · $12.5 billion AUMSEC registeredNo commissions reportedTumwater Wealth Management, LLC110 W Main St · Boise, ID 83702 · (208) 314-2114 · Financial planningCRD 300443 · % of assets, Fixed fees · $406.6 million AUMSEC registeredNo commissions reportedVenturi Private Wealth800 W Main Street, Suite 1150 · Boise, ID 83702 · (208) 368-9600 · Financial planningCRD 169576 · % of assets, Hourly charges, Fixed fees · $3.6 billion AUMSEC registeredNo commissions reportedWood Tarver Financial3232 E Barber Valley Drive · Boise, ID 83716 · (208) 343-2001 · Financial planningCRD 298793 · % of assets, Hourly charges, Fixed fees · $489.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Boise? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.