TREASURE VALLEY FINANCIAL PLANNING

Overview

Treasure Valley Financial Planning is organized as a limited liability company and appears to be a newly formed SEC-registered investment adviser (registration year listed as 2026). The firm combines advisory services with insurance brokerage: its stated activities include financial planning and portfolio management for individuals and small businesses, alongside acting as an insurance broker. Ownership is described as a mix of a domestic entity and an individual. The firm is classified as unclassified in the snapshot and is not identified as a capital allocator, multi-state adviser, pension consultant, or related adviser. Fee arrangements are mixed: the firm lists percentage-of-AUM billing, fixed fees, and commissions. It does not report being an active ESG investor.

Assets & Accounts

Investments & Alternatives