Find a Financial Planner in Ketchum, ID

 

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We Only Work With The Best Ketchum Financial Advisors


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

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Ketchum, ID


  • Financial Advisor Close to Ketchum, 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

 

How Can a CFP® in Ketchum Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Ketchum area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Ketchum typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
23.2% of Ketchum's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Ketchum area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Ketchum area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Ketchum area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Ketchum area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Idaho has unique laws defining which actions trigger a taxable event and has the 15th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Ketchum area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Ketchum area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Ketchum, 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 Ketchum, ID

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

  • Population: 2,791
  • % of Population 62 Years and Over: 23.2%
  • Average Home Value: $588,000
  • Average Monthly Housing Cost: $1,331
  • Average Household Income: $70,813
  • 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 Ketchum, ID


AMERICAN CAPITAL ADVISORY, LLC

Website

(208) 710-8669

500 North Washington
Suite 202
Ketchum, ID 83340

SEC#: 801-112853
Years in Business: 3 years

CLEARROCK CAPITAL LLC

Website

(208) 726-8858

131 4th Street East Suite 320

Ketchum, ID 83340

SEC#: 801-68164
Years in Business: 14 years

SUN VALLEY GOLD LLC

Website

(208) 720-3534

620 Sun Valley Rd

Ketchum, ID 83340

SEC#: 801-56292
Years in Business: 22 years

PGP ADVISORS, LLC

Website

(208) 928-7922

131 Fourth Street East
Suite 215
Ketchum, ID 83340

SEC#: 801-110917
Years in Business: 4 years