Skip to content

Advisers in Meridian, ID

10 advisers in Meridian — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (5)Flat / fixed fees (7)Retirement plan consulting (5)

All advisers

Desert Rose Capital Management, INC.2929 W. Navigator Drive, Ste. 320 · Meridian, ID 83642 · (208) 297-2710 · % of assets managedCRD 154331 · % of assets · $192.1 million AUMSEC registeredNo commissions reported Doceo Wealth, LLC1880 S. Cobalt Point Way, Suite 350 · Meridian, ID 83642 · (208) 350-7274 · Financial planningCRD 310415 · % of assets, Hourly charges, Fixed fees · $274.0 million AUMSEC registeredNo commissions reported Enduring Wealth Management, LLC3537 W Patel CT. · Meridian, ID 83646 · (208) 409-0147 · Financial planningCRD 337527 · % of assets · $205.0 million AUMSEC registeredNo commissions reported Garcia Financial Planning3597 E Monarch Sky Ln, Suite 240 · Meridian, ID 83646 · (208) 573-4622 · Financial planningCRD 339060 · % of assets, Fixed fees · $6.0 million AUMState registeredNo commissions reported Hawke Financial Group2484 N Stokesberry Place, Suite 100 · Meridian, ID 83646 · (208) 855-9400 · Financial planningCRD 301733 · % of assets, Hourly charges, Fixed fees · $269.6 million AUMSEC registeredNo commissions reported Inspire Advisors, LLC3597 E Monarch Sky Ln, Suite 330 · Meridian, ID 83646 · (877) 859-6383 · % of assets managedCRD 300279 · % of assets · $1.3 billion AUMSEC registeredNo commissions reported Inspire Investing, LLC3597 E Monarch Sky Ln, Suite 330 · Meridian, ID 83646 · (877) 658-9473 · Financial planningCRD 171988 · % of assets, Hourly charges, Fixed fees · $4.0 billion AUMSEC registeredNo commissions reported Mustard Seed Financial501 S. Main Street · Meridian, ID 83642 · (208) 899-8389 · Financial planningCRD 120514 · % of assets, Hourly charges, Fixed fees · $109.3 million AUMState registeredNo commissions reported Next Level Wealth Planning, LLC1817 N Lakes Place, Ste 150 · Meridian, ID 83646 · (208) 376-6949 · Financial planningCRD 327644 · % of assets, Hourly charges, Fixed fees · $322.7 million AUMSEC registeredNo commissions reported Retire Sensibly LLC135 E. Calderwood Dr., Suite 120, Office #6 · Meridian, ID 83642 · (208) 795-3446 · Financial planningCRD 292828 · % of assets, Fixed fees · $58.3 million AUMState registeredNo commissions reported

Talking to advisers in Meridian? 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.