Advisor at Fiduciary Financial Planning Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fiduciary Financial Planning Network
Location
Eagle, ID 83616
Credentials
ChFC®, Series 63
Industry experience
5 years
Based on Fiduciary Financial Planning Network
Based on Fiduciary Financial Planning Network
Fixed fees from $2,500 to $25,000 for financial plans
$0 - $500,000: 1.50% (up to 5.00% for a limited time) $500,001 - $1,000,000: 1.00% (up to 2.00%) $1,000,001+: 0.50% (up to 1.00%)
Ongoing financial planning fees negotiated from $250 to $25,000 monthly
Minimum fee: Minimum quarterly fee assessed if percentage fee calculated on billable assets is less than the minimum fee stated in the Financial & Investment Planning Agreement Fee-only: Fixed fees ranging from $2,500 to $25,000 for financial plans; ongoing financial planning fees negotiated from $250 to $25,000 monthly
1243 E. Iron Eagle Dr., Suite 110 D
Eagle, ID 83616
Idaho · Minnesota · Texas · Wisconsin
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2022 - Present (4 years)
Northwestern Mutual Life Insurance Company
2022 - Present (4 years)
Northwestern Mutual Wealth Management Company
2022 - 2022 (1 year)
Northwestern Mutual Investment Services LLC
2020 - Present (6 years)
Max Wilson
2020 - 2022 (2 years)
Max Wilson
2020 - 2020 (1 year)
EL1 Sports
2018 - 2020 (2 years)
Tacoma Rainiers
2017 - 2018 (1 year)
TenXSports
2016 - 2017 (1 year)
Milwaukee Brewers
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
Boise, ID
XYPN Invest
Focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life. Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.
Series 66
Eagle, ID
GPWM Advisors LLC
CFP®, Series 65
Boise, ID
Table Rock Financial Planning
CFP®, Series 63, Series 66
Eagle, ID
Ford Investment Counsel LLC
Series 63, Series 65
Boise, ID
Integrated Financial Management, LLC
Series 65
Boise, ID
JCO Advisors LLC
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