Treasure Valley Financial Planning

RIASEC Registered

Total AUM

$336M

Discretionary

$336M

100% of AUM

Avg account

$211K

Accounts

1,590

Employees

Advisory reps

Firm details

Headquarters: Meridian, Idaho
CRD number: 341732
Registered since: May 21, 2026
Website: www.treasurevalleyplanning.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Commissions
Client types: HNWI55.42%
Individuals44.46%
Corporations / Businesses0.12%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Treasure Valley Financial Planning is an independent RIA organized as an LLC and registered with the SEC in 2026. The firm serves both individual and family clients as well as institutional clients, acting as a capital allocator that sources and places assets with third-party managers. Advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. The firm also operates as an insurance broker and charges clients through a mix of percentage-of-AUM fees, fixed fees, and commissions. Treasure Valley does not describe itself as an active ESG investor.