Fee-OnlyFinder

Advisers in Eagle, ID

12 advisers in Eagle — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (10)Hourly fees (7)Flat / fixed fees (7)% of assets managed (10)Retirement plan consulting (6)

All advisers

Allegiance Financial Planning5740 W Polecat Drive · Eagle, ID 83616 · (208) 996-7323 · Financial planningCRD 335604 · Hourly chargesState registeredNo commissions reportedAmerican Independent Securities Group, LLC664 S Rivershore Lane Ste 150 · Eagle, ID 83616 · (208) 489-3131 · Financial planningCRD 135288 · % of assets, Hourly charges, Fixed fees · $986.3 million AUMSEC registeredNo commissions reportedArcadia Investment Advisors, LLC1028 S. Bridgeway Place, Suite 100 · Eagle, ID 83616 · (208) 342-7758 · % of assets managedCRD 109590 · % of assets · $345.8 million AUMSEC registeredNo commissions reportedBahr Financial Planning Network, INC.408 S. Eagle Road, Suite 205 · Eagle, ID 83616 · (510) 363-1993 · Financial planningCRD 154188 · % of assets, Hourly charges, Fixed fees · $54.0 million AUMState registeredNo commissions reportedContinuum Advisory, LLC873 E. State Street · Eagle, ID 83616 · (208) 417-1933 · Financial planningCRD 283155 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedDillon Financial Planning, INC.1159 E. Iron Eagle Drive, Suite 170-B · Eagle, ID 83616 · (208) 336-7503 · Financial planningCRD 133755 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedFoothills Capital Management, LLC787 E. State St., Ste. 120 · Eagle, ID 83616 · (208) 501-2152 · Financial planningCRD 334119 · % of assets, Hourly charges, Fixed fees · $29.5 million AUMState registeredNo commissions reportedGpwm Advisors LLC339 W State Street, Suite 203 · Eagle, ID 83616 · Financial planningCRD 305630 · % of assets · $27.0 million AUMState registeredNo commissions reportedProfitscore Capital Management, INC.1028 S Bridgeway Pl, Suite 120 · Eagle, ID 83616 · (208) 472-8849 · % of assets managedCRD 119210 · % of assets, Other · $50.9 million AUMState registeredNo commissions reportedProminence Capital3405 W. Bavaria Street, Suite 105 · Eagle, ID 83616 · (310) 433-5378 · Financial planningCRD 165595 · % of assets · $57.1 million AUMState registeredNo commissions reported
Rw Investment Management LLC1028 S. Bridgeway Place, Suite 200 · Eagle, ID 83616 · (208) 333-1433 · Financial planningCRD 282707 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedSummit Wealth and Retirement Partners435 E Shore Drive, Suite 220 · Eagle, ID 83616 · (925) 927-1900 · Financial planningCRD 285972 · % of assets, Fixed fees · $978.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Eagle? 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.