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Best Financial Advisors in Nampa

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Harris Financial Advisors logo
FEATURED

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License: 170602

Investment Adviser Public Disclosure Database, SEC

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Harris Financial Advisors

Nampa, ID
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  • Private Wealth Advisor

Business Description

Harris Financial Advisors serves high-net-worth individuals, business owners, and corporate executives in Nampa. It offers custom investment portfolio creation, financial planning, and business succession planning. The firm addresses each aspect of finances, from cash flow to taxes and retirement, towards achieving the client's specific goals. Life insurance products and annuities are also offered. Senior partner Phil Harris has over 20 years of experience and holds series 7 and 66 licenses. He is joined by managing partner and his wife Dini Harris, an Accredited Investment Fiduciary.

License Verified:

License: 170602

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Price: Call for quote

SmartAdvisor by SmartAsset logo
FEATURED
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SmartAdvisor by SmartAsset

Nampa, ID
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
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Price: Free consultation

Allegis Financial Partners logo
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Allegis Financial Partners

16132 N. High Desert St., Suite 100, Nampa, ID 83687
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  • Certified Financial Planner (CFP)

Business Description

Allegis Financial Partners provides individuals and families in Nampa with financial advice and wealth management services. It works closely with clients to understand their personal values, short-term financial needs, long-term goals, family structure, and financial situations. It offers clients assistance in the financial planning process, whether they are nearing retirement, in retirement, had a life-altering event, or need advisory services for a child’s college education. It recommends a diversified portfolio to help clients progress toward their financial objectives and protect against the unexpected.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Harmon Smith Financial Group logo
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Harmon Smith Financial Group

1111 W Jefferson St, Suite 540, Boise, ID 83702
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  • Estate Planning
  • Retirement Planning

Business Description

Harmon Smith Financial Group caters to Nampa residents. It analyzes its clients’ finances, determines their personal goals, and tailors integrated financial plans that align with those goals. It helps implement, monitor, and adjust these plans as necessary. The company offers financial and retirement planning, risk management, estate planning, and wealth management. It also provides business and employee benefits planning. Financial advisor Randy Smith has worked for nearly four decades in the financial industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Hurst & Company PLLC logo
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Hurst & Company PLLC

3137 S Meridian Rd. Suite 100, Meridian, ID 83642
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  • Financial Planning

Business Description

Hurst & Company PLLC is a financial and tax planning company that serves Nampa residents and small businesses. For more than 13 years, it has been helping clients reach their goals by giving recommendations on asset protection, investment decisions, and retirement planning. The company also offers accounting and tax services, including payroll, bookkeeping, tax reduction strategies, and income management. Jeff Hurst, the firm's head, holds a CPA license and a degree in Master of Accountancy in Tax.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
4.2 / 5 (5)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Idaho Financial Group logo
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Idaho Financial Group

1159 East Iron Eagle, Suite 120, Eagle, ID 83616
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  • Estate Planning
  • Retirement Planning
  • Financial Planning

Business Description

Idaho Financial Group helps clients in Nampa achieve their wealth-related dreams and goals. The firm has plan consulting services, investment advisory, employee education, and fiduciary services. It assists individuals in a broad range of matters covering the evaluation, selection, monitoring, reviewing, and updating of investment options and asset allocations. Its advisors review investments and manage portfolios. Among them is Matt Shannahan, who is a Chartered Financial Consultant and an Accredited Investment Fiduciary. Matt provides retirement income planning and estate planning assistance.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Idaho Medical Association Financial Services logo
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Idaho Medical Association Financial Services

305 West Jefferson Suite 104, Boise, ID 83702
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  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)

Business Description

Idaho Medical Association Financial Services serves Nampa and the surrounding areas. It specializes in financial planning and wealth management for healthcare professionals. It offers various financial planning solutions, including insurance, investment, estate, tax, and retirement planning. It also offers wealth management services and 401k and 403b plans. The professionals at Idaho Medical Association Financial Services work as independent advisors. Martin Watkins, the company's founder, has been a financial advisor for more than twenty years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (8)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Integrity Financial logo
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Integrity Financial

395 W. State St. Suite C, Eagle, ID 83616
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  • Retirement Planning

Business Description

Integrity Financial is a company that caters to the residents of Nampa and the neighboring communities. It offers an array of services, such as investment management, retirement income planning, insurance, and divorce planning. In addition, the firm’s team of professionals provides small business planning. Integrity Financial was established in 2009. Its president and founder, Gretchen Brown, is a Certified Financial Planner with more than two decades’ worth of experience in the financial and insurance industries.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Legacy Wealth Management logo
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Legacy Wealth Management

13965 W Chinden Blvd #100 BOISE, ID, Boise, ID 83713
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  • Wealth Management

Business Description

Legacy Wealth Management is a boutique firm that serves the Nampa metro and nearby areas. The firm assists business owners, health care professionals, and institutions in managing finances and diversifying investments. With more than 15 years of industry experience, its professionals offer high-net-worth individuals and families strategies in wealth protection and legacy family planning. Legacy Wealth Management also provides financial advice and insights to a vast range of people through its podcast, The Legacy Wealth Show.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Mayes Financial logo
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Mayes Financial

5660 E. Franklin Rd., Ste 130, Nampa, ID 83687
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  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

Mayes Financial provides insurance, consulting, and education services to clients in Nampa. The company helps make income plans with sufficient assets equal to the families’ expenses over their lifetime. It handles retirement, tax, investment, risk management, legacy, and estate planning matters. Changes in the situation and the investment industry are constant, so it periodically reviews its clients’ portfolios and assists them if changes need to be made. The Mayes Process involves a plan success cycle, wealth checkpoints, quadrant plan, and portfolio pillars.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (26)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Detail
Peggy L. Farnworth, CPA, CFP logo
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Peggy L. Farnworth, CPA, CFP

670 E. Riverpark Lane Suite #140, Boise, ID 83705
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  • Retirement Planning

Business Description

Peggy L. Farnworth is a financial advisor that has helped hundreds of individuals, families, and businesses in Nampa and the neighboring areas in the last 20 years. She helps a variety of clients navigate the journey of retirement, from professionals to newly divorced or widowed customers. While helping them accumulate wealth, eliminate debt, and build a cash reserve, she takes their lifestyle, hobbies, activities, and health into consideration when crafting a financial plan. She also provides estate planning services.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
4.5 / 5 (182)
Facebook
4.5 / 5 (57)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
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Petso Financial Consultants, LLC logo
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Petso Financial Consultants, LLC

1405 W Main Street, Boise, ID 83702
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  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

Petso Financial Consultants, LLC, provides financial planning services to residents of Nampa. It offers assistance in matters relating to tax management, college savings, retirement planning, executive and employee benefits, client education, and estate conservation. The firm's Certified Financial Planners have more than 50 years of combined experience in financial planning and investment. David Petso, the firm's owner and founder, is a CFP who focuses on income planning for foundations and retirees and oversees assets worth over $1 billion. He has over 35 years of industry experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.9 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Helpfulness
Detail
Retire Sensibly logo
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Retire Sensibly

135 E. Calderwood Dr., Suite 120, Office #6, Meridian, ID 83642
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  • Finance Planning

Business Description

Retire Sensibly is an independent firm serving the Nampa metro and nearby areas. It caters to individuals who need financial planning and investment management solutions. The company assists clients in creating plans for healthcare expenses and helps them choose insurance policies suited to their needs. It also crafts portfolio protection strategies and retirement income streams. In addition, it deals with estate plan updating and property tax exemption solutions. Founder Rob Strobel is a CFP. He began his career working for other large brokerage companies.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Tax Express logo
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Tax Express

826 3rd Street S., Nampa, ID 83651
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  • Tax Planning

Business Description

Tax Express is a financial advisory firm that serves clients in Nampa. Its services are focused on personal and business tax preparation, bookkeeping, and payroll. The firm helps clients in areas such as checking and preparing a tax return, saving fees on tax return preparations, and offering payroll solutions. These include creating, sending, and filing W-2s and 1099s. Founder Dan Gianuzzi enjoys working with people and small to medium businesses. He specializes in businesses with annual sales ranging from $100k to $10 million.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
Google
4.0 / 5 (46)
Facebook
4.4 / 5 (25)
Yelp
3.5 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Helmstar Group logo
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The Helmstar Group

250 S. 5th St. Suite 600, Boise, ID 83702
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  • Certified Financial Planner (CFP)

Business Description

The Helmstar Group offers clients in Nampa guidance regarding their finances. It provides individuals and families with assistance in financial planning. It also serves doctors, dentists, and other professional services groups in setting up their retirement plans. The company provides corporations and other institutions with advice on portfolio design and implementation. Its services extend to public and private foundations, endowments, and charities about record keeping or asset allocation. Its team of financial advisors carries decades of combined industry experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Wood Tarver Financial logo
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Wood Tarver Financial

1101 W. River Street Suite 170, Boise, ID 83702
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  • Estate Planning
  • Retirement Planning

Business Description

Wood Tarver Financial has been serving individuals, families, and business owners in Nampa and surrounding areas for more than 15 years. It helps clients protect their wealth through its various services, such as estate planning, investment management, tax services, and financial planning. It gathers information about investment options to meet the clients' financial goals. It considers several factors in choosing investments, such as clients' income, family makeup, inheritance, insurance, and estate plan. This company has earned several recognitions, such as the Raymond James Leadership Award.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

Frequently Asked Questions

Introduction

There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

  • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
  • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
  • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
  • An investment advisor offers investment advice and recommendations to individuals or organizations.
There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

Are financial advisors worth it?

Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

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

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

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