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.

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Find The Best Financial Advisors in Boise, Idaho

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Boise is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Boise & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Boise, Idaho, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 22 non-vetted financial advisors in Boise, Idaho, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Boise, 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 Boise, Idaho

Top Financial Advisor Firms in Boise, 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
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
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
PERSPECTIVE WEALTH PARTNERS, LLC 121 N 9th Street, Suite 204 Boise, ID, 83702	140330	$707,341,471	264	A percentage of AUM
TELEO CAPITAL MANAGEMENT LLC 1100 W. Idaho, Suite 330 Boise, ID, 83702	307203	$572,007,880	8	A percentage of AUM, Performance Based
DB FITZPATRICK 800 W Main Street, Suite 1200 Boise, ID, 83702-5778	105671	$484,155,793	109	A percentage of AUM
HELMSTAR WEALTH MANAGEMENT 250 South 5th Street, Suite 600 Boise, ID, 83702	145074	$454,837,733	1530	A percentage of AUM, Hourly charges, Fixed fees
FREEDOM FIDUCIARIES LLC 250 S 5th St, Ste 680 Boise, ID, 83702	323673	$437,595,141	107	A percentage of AUM, Fixed fees
LEGACY WEALTH MANAGEMENT, LLC 13965 W. Chinden Blvd., Suite 100 Boise, ID, 83713	174767	$373,210,168	3537	A percentage of AUM, Hourly charges, Fixed fees
WOOD TARVER FINANCIAL 3232 E Barber Valley Drive, Boise, ID, 83716	298793	$357,200,000	1590	A percentage of AUM
BERKELEY, INC 3778 Plantation River Drive, Suite 102 Boise, ID, 83703	117667	$327,388,998	752	A percentage of AUM, Hourly charges, Fixed fees
TUMWATER WEALTH MANAGEMENT, LLC 101 S. Capitol Blvd. Ste. 1603, Boise, ID, 83702	300443	$305,308,483	698	A percentage of AUM, Fixed fees
SELWAY ASSET MANAGEMENT, INC. 877 W. Main Street, Suite 602 Boise, ID, 83702	104638	$290,256,989	213	A percentage of AUM

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