Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > idaho

Find The Best Financial Advisors in Idaho

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in Idaho
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Idaho, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 53 non-vetted financial advisors in Idaho, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Idaho have an average of 0 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Idaho

Top Financial Advisor Firms in Idaho (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
THE CAPROCK GROUP, LLC 800 West Main Street, Suite 1150 Boise, ID, 83702	124272	$9,361,493,116	386	A percentage of AUM, Fixed fees
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	116865	$3,797,719,931	78	A percentage of AUM, Fixed fees
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	171988	$2,856,919,716	463	A percentage of AUM, Hourly charges, Fixed fees
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	104749	$1,931,996,135	801	A percentage of AUM, Fixed fees
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	282707	$1,380,795,719	2334	A percentage of AUM, Hourly charges, Fixed fees
CONTINUUM ADVISORY, LLC 873 E. State Street, Eagle, ID, 83616	283155	$1,292,188,582	2953	A percentage of AUM, Fixed fees
FIDUCIARY SERVICES LLC 275 S 5th Ave, Suite 151, Pocatello, ID, 83201	314777	$1,260,893,820	50	A percentage of AUM, Hourly charges, Fixed fees
PINKERTON WEALTH PARTNERS 2000 John Loop, Coeur D'Alene, ID, 83814	120973	$1,253,817,854	677	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based
ASPEN CAPITAL MANAGEMENT, LLC 101 S Capitol Blvd, Suite 610 Boise, ID, 83702	119050	$1,130,631,429	1458	A percentage of AUM, Fixed fees
BUFFINGTON MOHR MCNEAL 802 West Bannock Street, Suite 100 Boise, ID, 83702	109361	$911,759,761	1594	A percentage of AUM, Hourly charges, Fixed fees
INSPIRE ADVISORS, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	300279	$835,309,154	2857	A percentage of AUM
PERSPECTIVE WEALTH PARTNERS, LLC 121 N 9th Street, Suite 204 Boise, ID, 83702	140330	$707,341,471	264	A percentage of AUM
HEDONOVA ADVISORS LLC 784 S. Clearwater Loop # 4107, Post Falls, ID, 83854	324941	$643,194,000	2853	A percentage of AUM, Performance Based
DARWIN VENTURES, LLC 414 Church Street, Suite 111 Sandpoint, ID, 83864	157665	$593,364,744	10	A percentage of AUM, Performance Based
TELEO CAPITAL MANAGEMENT LLC 1100 W. Idaho, Suite 330 Boise, ID, 83702	307203	$572,007,880	8	A percentage of AUM, Performance Based

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.