Find a Financial Advisor in Coeur d'Alene, ID

 

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We did the hard work of finding trustworthy partners in Coeur d'Alene, ID.

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We Only Work With The Best Coeur d'Alene Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Coeur d’Alene, ID


  • Financial Advisor Close to Coeur d’Alene, ID

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Coeur d'Alene, ID


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Coeur d'Alene, ID

We evaluated over 13,000 RIA firms to bring you the best of the best Coeur d'Alene financial advisors.
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How Retirement-Friendly is Coeur d'Alene, ID?

  • Population: 50,540
  • % of Population 62 Years and Over: 20.9%
  • Average Home Value: $235,300
  • Average Monthly Housing Cost: $972
  • Average Household Income: $66,742
  • 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.)



The Top Financial Advisor Firms in Coeur d'Alene, ID

 

PINKERTON RETIREMENT SPECIALISTS, LLC

Website

(800) 634-2008

2000 John Loop

Coeur D'Alene, ID 83814

SEC#: 801-71563
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(208) 712-6640

610 W Hubbard
Ste 122
Coeur D'Alene, ID 83814

SEC#: 801-71546
Years in Business: 11 years

CWH CAPITAL MANAGEMENT, INC.

Website

(208) 714-0812

701 E Front Avenue
Suite 101
Coeur D'Alene, ID 83814

SEC#: 801-58297
Years in Business: 0 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(208) 712-6640

610 W Hubbard
Ste 122
Coeur D'Alene, ID 83814

SEC#: 801-71546
Years in Business: 11 years

MERCER GLOBAL ADVISORS INC.

Website

(208) 714-0812

701 East Front Avenue
Suite 101
Coeur D'Alene, ID 83814

SEC#: 801-69271
Years in Business: 13 years

MERCER GLOBAL ADVISORS INC.

Website

(208) 714-0812

701 East Front Avenue
Suite 101
Coeur D'Alene, ID 83814

SEC#: 801-69271
Years in Business: 13 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(208) 712-6640

610 W Hubbard
Ste 122
Coeur D'Alene, ID 83814

SEC#: 801-71546
Years in Business: 11 years

MERCER GLOBAL ADVISORS INC.

Website

(208) 714-0812

701 East Front Avenue
Suite 101
Coeur D'Alene, ID 83814

SEC#: 801-69271
Years in Business: 13 years

MERCER GLOBAL ADVISORS INC.

Website

(208) 714-0812

701 East Front Avenue
Suite 101
Coeur D'Alene, ID 83814

SEC#: 801-69271
Years in Business: 13 years

 


Coeur d’Alene, ID Financial Advisor FAQs

Ideally a financial advisor will be able to help manage the complexity of your financial life so that you can spend more time doing what matters most. They can help create new income streams for retirement, and develop stronger savings habits by providing individualized investment portfolios tailored to your particular situation and desired level of risk tolerance.
Every person should have an advisor to help them determine what they want for their future, and guide them in the steps to take that will get them there. A financial advisor will examine everything from your current income and expenses to how much savings you may need in order to meet your goals, all while analyzing the risks involved.
Generally for private client advisors there are three available business models, known as Fee-Only, Fee-Based and Fee-Plus structures.
There are many different qualifications and certifications that a financial advisor can have, and it’s important to make sure they’re certified in the areas of your interest. Financial advisors should be able to clearly articulate what their experience is with other clients in situations similar to yours.