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Financial Advisors

SUMMIT WEALTH AND RETIREMENT PARTNERS

Financial Advisor serving Eagle, Idaho · 1 of 8 financial advisors in the area

📍 435 E SHORE DRIVE, Eagle, Idaho
📞 (925) 927-••••
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📍 435 E SHORE DRIVE, Eagle, Idaho

About SUMMIT WEALTH AND RETIREMENT PARTNERS

SUMMIT WEALTH AND RETIREMENT PARTNERS is a financial advisor located in Eagle, Idaho. As a local financial advisor, they serve Eagle and surrounding communities in Idaho. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Eagle should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Idaho securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Eagle

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Eagle may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Eagle

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Eagle?
Financial Advisors in Eagle typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Eagle?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 8 financial advisors in Eagle to choose from.
Does SUMMIT WEALTH AND RETIREMENT PARTNERS offer free quotes?
Contact SUMMIT WEALTH AND RETIREMENT PARTNERS directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Eagle

Edward Jones

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ARCADIA INVESTMENT ADVISORS, LLC

1028 S. BRIDGEWAY PLACE, SUITE 100, EAGLE, ID 83616

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

664 S RIVERSHORE LANE STE 150, EAGLE, ID 83616

RW INVESTMENT MANAGEMENT LLC

1028 S. BRIDGEWAY PLACE, EAGLE, ID 83616

CONTINUUM ADVISORY, LLC

873 E. STATE STREET, EAGLE, ID 83616

GPWM FUND MANAGER, LLC

339 W. STATE STREET