Fee-OnlyFinder

Advisers in Ketchum, ID

5 advisers in Ketchum — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)

All advisers

American Capital Advisory, LLC500 North Washington, Suite 202 · Ketchum, ID 83340 · (208) 710-8669 · Financial planningCRD 141944 · % of assets, Hourly charges, Fixed fees · $334.4 million AUMSEC registeredNo commissions reportedHazlett Wealth Management LLC675 Sun Valley Road, Suites J1 + J2 · Ketchum, ID 83340 · (208) 726-0605 · Financial planningCRD 338954 · % of assets · $160.0 million AUMSEC registeredNo commissions reportedPacific Peak Advisors, LLC120 2nd Avenue, Suite 108 · Ketchum, ID 83340 · (949) 737-2626 · Financial planningCRD 326711 · % of assets · $223.7 million AUMSEC registeredNo commissions reportedPinyon Pine Capital LLC191 East Sun Valley Road, Suite 204 · Ketchum, ID 83340 · (650) 776-1190 · % of assets managedCRD 155916 · % of assets, Performance-based fees · $46.4 million AUMState registeredNo commissions reportedSky-Mountain Capital Management251 Northwood Way, Suite H · Ketchum, ID 83340 · (208) 471-4261 · Financial planningCRD 312915 · % of assets, Hourly charges · $210.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Ketchum? 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.