Garcia Financial Planning

Overview

Garcia Financial Planning is an Idaho-based independent RIA organized as a limited liability company and owned by an individual advisor. The firm serves individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees. The firm identifies as an active ESG investor and reports a preference for equity exposure in client portfolios. Garcia Financial Planning operates with a single-office footprint and focuses on discretionary management for a small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices