Advisor at Garcia Financial Planning
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Firm
Garcia Financial Planning
Location
Meridian, ID 83646
Credentials
CFP®, Series 66
Industry experience
3 years
Ismael Garcia is a CFP® and holds a Series 66 license, with three years of industry experience. He is the principal of Garcia Financial Planning in Meridian, ID, and has prior experience with firms including Cetera, Avantax, and Parker Advisors. Garcia Financial Planning serves individual and high-net-worth clients with investment management and financial planning services. The firm uses discretionary authority to manage client portfolios combining passive and active strategies, fundamental and fund/ETF analysis, and offers the option for socially responsible investing.
Based on Garcia Financial Planning
Comprehensive Financial Plan starting at $3,000 (fees negotiable)
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
$300 per hour for Ongoing and Project-Based Financial Planning
Fee-only: Financial Planning fees only, no commissions or sales-related compensation received.
3597 E Monarch Sky Ln, Suite 240
Meridian, ID 83646
Idaho
Cetera
2025 - 2025 (1 year)
Cetera Wealth Services, LLC
2025 - 2025 (1 year)
Garcia Financial Planning LLC
2025 - Present (1 year)
Avantax Insurance Agency and/or Avantax Insurance Services.
2024 - 2025 (1 year)
Avantax Advisory Services
2022 - 2025 (3 years)
Boise State University
2021 - 2023 (2 years)
Avantax Investment Services, Inc.
2020 - 2025 (5 years)
College of Western Idaho
2019 - 2020 (1 year)
Parker Advisors
2019 - 2025 (6 years)
Nederend Farms
2017 - 2019 (2 years)
Homedale High School
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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