Find a Financial Advisor in Kootenai County, ID

 

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We did the hard work of finding trustworthy partners in Kootenai County, ID.

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We Only Work With The Best Kootenai County 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 Kootenai County, ID


  • Financial Advisor Close to Kootenai County, 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 Kootenai County, 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 Kootenai County, ID

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

  • Population: 157,322
  • % of Population 62 Years and Over: 23%
  • Average Home Value: $261,500
  • Average Monthly Housing Cost: $1,024
  • Average Household Income: $74,130
  • 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 Kootenai County, ID

 

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(360) 491-4426

17560 S. Frances Faire Road

Worley, ID 83876

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

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(208) 664-4331

610 W Hubbard
Ste 202
Coeur D Alene, ID 83814

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

 


Kootenai County, ID Financial Advisor FAQs

Financial advisors typically recommend the different types of investments that a client can purchase in. They guide their clients in understanding how capital markets work, and their role in this process is to help clients understand the best way to use that money for a desired retirement or wealth at a specific time frame, according to what they think will produce the most profitable results.
It's best to find a financial advisor whose personal values align with yours. The best way to do this is to ask them what they're passionate about, their opinion on balancing work and family, investing style (actively vs. passively), what kind of service they provide, etc.
Look for someone who has the appropriate level of credentials and investment experience. Ask to see a copy of a prospectus to ensure they have a level of transparency that you're comfortable with.
Financial advisors get paid by charging a percentage of the total assets they're managing over a set period of time. Financial advisors typically charge a fee of 1% to 20% for their services, depending on the size and complexity of your portfolio.