GARCIA FINANCIAL PLANNING
Firm details
- Headquarters
- MERIDIAN, Idaho
- CRD number
- 339060
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Garcia Financial Planning is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individuals and families. The firm provides comprehensive financial planning and portfolio management services, including work with small-business owners. Its fee arrangements combine assets-under-management charges with fixed fees. The firm identifies as an active ESG investor, and its practice appears centered on directly managed client relationships rather than acting as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1Ismael Garcia
FounderCRD 7151051
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MERIDIAN, ID
ADA
Location
MERIDIAN, ID
Headquartered in MERIDIAN, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- ADA
- Address
- 3597 E Monarch Sky Ln
- Time zone
- MT (UTC-7)
- Office locations
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