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 registered investment advisor organized as a limited liability company and owned by an individual advisor. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its client billing mixes percentage-of-AUM fees and fixed fees. The firm identifies as an active ESG investor and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Ismael 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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