Question 1

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

Accepted Answer

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.

Question 2

How can I pick a good financial advisor?

Accepted Answer

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.

Question 3

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

Accepted Answer

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.

Question 4

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

Accepted Answer

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.

Question 5

What type of financial advisor do I need?

Accepted Answer

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.

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
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
INSPIRE ADVISORS, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	300279	$835,309,154	2857	A percentage of AUM
NEXT LEVEL WEALTH PLANNING, LLC 1817 N Lakes Place, Ste 150 Meridian, ID, 83646	327644	$258,490,501	1342	A percentage of AUM, Hourly charges, Fixed fees
DOCEO WEALTH, LLC 1880 S. Cobalt Point Way, Suite 350 Meridian, ID, 83642	310415	$203,518,502	591	A percentage of AUM, Hourly charges, Fixed fees
HAWKE FINANCIAL GROUP 2484 N Stokesberry Place, Suite 100 Meridian, ID, 83646-6083	301733	$198,314,295	1091	A percentage of AUM, Hourly charges, Fixed fees
ANCORATO 851 N Hickory Street Suite 100, Meridian, ID, 83642	322695	$170,584,347	1022	A percentage of AUM, Subscription fees, Fixed fees
DESERT ROSE CAPITAL MANAGEMENT, INC. 2929 W. Navigator Drive, Ste. 300 Meridian, ID, 83642	154331	$79,561,254	503	A percentage of AUM

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

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Top Financial Advisor Firms in Meridian, Idaho (Ranked by AUM)

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