Bonneville County, ID Financial Advisors and Resources



Financial Advisor Firms in Bonneville County, ID


ONYX FINANCIAL ADVISORS, LLC

Website

(208) 522-6400

2400 E. 25th Street

Idaho Falls, ID 83404

SEC#: 801-107355
Years in Business: 5 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(208) 612-1012

3340 Merlin Drive
Suite 100
Idaho Falls, ID 83404

SEC#: 801-72203
Years in Business: 10 years

TOWNSQUARE CAPITAL, LLC

Website

(208) 529-3462

591 Park Avenue
Suite 302
Idaho Falls, ID 83402

SEC#: 801-110591
Years in Business: 4 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(208) 612-1012

3340 Merlin Drive
Suite 100
Idaho Falls, ID 83404

SEC#: 801-72203
Years in Business: 10 years

GLOBAL VIEW CAPITAL MANAGEMENT, LTD

Website

(208) 528-0846

765 S Woodruff # 2

Idaho Falls, ID 83401

SEC#: 801-72887
Years in Business: 9 years

SEQUENT PLANNING, LLC

Website

(208) 881-8614

440 N. Capital Avenue
Suite 1
Idaho Falls, ID 83402

SEC#: 801-113971
Years in Business: 3 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(208) 612-1012

3340 Merlin Drive
Suite 100
Idaho Falls, ID 83404

SEC#: 801-72203
Years in Business: 10 years

GLOBAL VIEW CAPITAL MANAGEMENT, LTD

Website

(208) 528-0846

765 S Woodruff # 2

Idaho Falls, ID 83401

SEC#: 801-72887
Years in Business: 9 years

CG ADVISORY SERVICES

Website

(208) 528-7922

2240 Saratoga Dr

Idaho Falls, ID 83404

SEC#: 801-67082
Years in Business: 15 years


How Retirement-Friendly is Bonneville County, ID?

  • Population: 114,392
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $188,300
  • Average Monthly Housing Cost: $884
  • Average Household Income: $80,777
  • Idaho Total Tax Burden: 7.88% (15th Lowest in U.S.)
  • Idaho Property Tax: 2.32% (15th Lowest in U.S.)
  • Idaho Individual Income Tax: 2.38% (23rd Highest in U.S.)
  • Idaho Sales and Excise Tax: 3.18% (20th Lowest in U.S.)


Bonneville County, ID Financial Advisor FAQs

Financial advisors provide guidance and financial management to their clients. The work includes understanding a client's financial goals and providing counsel on everything from savings to how much risk they should take with individual investments.
When searching for a financial advisor, they key is to find someone who is credible and trustworthy. Consider looking at the advisor's current rate of return on investments, client references, and licenses held.
Your best chance of finding a good financial advisor is to ask friends and family members for referrals. It's also possible to look up the Financial Industry Regulatory Authority (FINRA) BrokerCheck report for any advisors in your area and check their disciplinary history before hiring them.
Financial advisors are compensated in many different ways. The most common way is through commission work for investment products that generate revenue. When you buy or sell stocks or bonds for your portfolio, the advisor is given a cut on the transaction whether it's flat dollar amount per trade or based on volume traded.