Fee-OnlyFinder

Advisers in Coeur D'alene, ID

4 advisers in Coeur D'alene — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Hourly fees (3)% of assets managed (3)

All advisers

Archer Wealth Advisors418 E Lakeside Ave, Suite 6 · Coeur D'alene, ID 83814 · (208) 285-3904 · Financial planningCRD 330575 · % of assets, Hourly charges, Fixed fees · $79.6 million AUMState registeredNo commissions reportedFive Pine Wealth250 Northwest Blvd., Suite 111 · Coeur D'alene, ID 83814 · (877) 333-1015 · Financial planningCRD 317657 · % of assets, Hourly charges, Fixed fees · $191.8 million AUMSEC registeredNo commissions reportedSherman Portfolios2000 John Loop · Coeur D'alene, ID 83814 · (800) 634-2008 · % of assets managedCRD 322728 · % of assets, Other · $1.6 billion AUMSEC registeredNo commissions reportedWardian Wealth Management, INC.1875 N. Lakewood Dr., Suite 102 · Coeur D'alene, ID 83814 · (208) 664-8980 · Financial planningCRD 292029 · Hourly chargesState registeredNo commissions reported
Talking to advisers in Coeur D'alene? 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.