Advisor at Independent Advisor Alliance, llc
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
Independent Advisor Alliance, llc
Location
Nampa, ID
Credentials
CFP®, ChFC®, Series 66
Industry experience
12 years
Financial Planning flat fees typically $0 to $15,000; Wealth Coaching fixed quarterly fees $250 to $10,000; Retirement Plan Consulting may include one-time flat rate fees for project work.
Financial Planning hourly charge up to $500 per hour, negotiated between client and advisor; retirement plan consulting may be charged hourly as negotiated.
Fee-only: Financial Planning Fees: hourly up to $500/hour; flat fees typically $0 to $15,000; Wealth Coaching Fees: fixed quarterly fees ranging from $250 to $10,000.
Revant Wealth Management Group
2025 - Present (1 year)
Independent Advisor Alliance
2024 - Present (2 years)
LPL Financial LLC
2024 - Present (2 years)
Provence Wealth Management
2024 - 2025 (1 year)
Guardian life Insurance
2022 - 2024 (2 years)
Park Avenue securities
2022 - 2024 (2 years)
Guardian life Insurance
2020 - 2022 (2 years)
Park Avenue securities
2020 - 2022 (2 years)
Park Avenue Securities Llc
2013 - 2020 (7 years)
GUARDIAN LIFE INSURANCE CO of AMERICA
2012 - 2020 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, RICP®
Meridian, ID
Retire Sensibly LLC
Welcome! I’m Ron Strobel, CFP®, founder of Retire Sensibly LLC. I began my career working as a financial advisor for several large wealth management firms. The focus on commissions, hidden fees, and other unethical behavior left me dismayed and looking for a better alternative. I quit my job shortly after earning my CERTIFIED FINANCIAL PLANNER™ designation and launched Retire Sensibly LLC. I help my clients: 1. Organize their finances 2. Invest intelligently 3. Feel more confident about their retirement plan I serve clients in Boise, Meridian, Caldwell, Nampa, and the surrounding areas. I offer a no-cost, no-obligation introductory appointment that begins with a 15-minute phone call followed by an in-person meeting in which we focus on establishing your family’s goals, values, and attitude toward investing. In my personal life, I enjoy working on home improvement projects, fishing from my kayak, and exploring Idaho’s outdoors.
Series 66
Nampa, ID
Edward Jones
Series 63
Caldwell, ID
Edward Jones
CFP®, Series 66
Eagle, ID
Edward Jones
Series 66
Meridian, ID
Edward Jones
Series 66
Eagle, ID
Edward Jones
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