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Find Retirement Advisors for Retirement Planning in Idaho, Ketchum

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 5 Retirement Planning firms in Ketchum, Idaho (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	500 North Washington, Suite 202 Ketchum, ID, 83340	$234,000,000	708	6	A percentage of AUM, Fixed fees, Other (A SOLICITOR AGREEMENT FOR LEGACY ACCOUNTS (SEE PART 2))
2	120 2nd Avenue, Suite 108 Ketchum, ID, 83340	$207,434,000	412	2	A percentage of AUM
3	251 Northwood Way, Suite H Ketchum, ID, 83340	$188,839,159	517	2	A percentage of AUM, Hourly charges
4	131 Fourth Street East, Suite 215 Ketchum, ID, 83340-9413	$143,733,650	1	9	A percentage of AUM, Performance Based
5	620 Sun Valley Rd, Ketchum, ID, 83340	$99,854,122	6	7	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Ketchum, Idaho

AMERICAN CAPITAL ADVISORY, LLC

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QualificationsFirm CRD# 141944

Assets Under Management $234,000,000

No. Of Clients708

Clients Per Financial Advisor118

AMERICAN CAPITAL ADVISORY, LLC is a financial advisory firm situated in Ketchum, Idaho. With a nearly $234M assets under management, the firm specializes in crafting personalized retirement planning solutions for 708 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Other (A SOLICITOR AGREEMENT FOR LEGACY ACCOUNTS (SEE PART 2))

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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PACIFIC PEAK ADVISORS, LLC

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QualificationsFirm CRD# 326711

Assets Under Management $207,434,000

No. Of Clients412

Clients Per Financial Advisor206

PACIFIC PEAK ADVISORS, LLC is a financial advisory firm situated in Ketchum, Idaho. With a nearly $207M assets under management, the firm specializes in crafting personalized retirement planning solutions for 412 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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SKY-MOUNTAIN CAPITAL MANAGEMENT

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QualificationsFirm CRD# 312915

Assets Under Management $188,839,159

No. Of Clients517

Clients Per Financial Advisor259

SKY-MOUNTAIN CAPITAL MANAGEMENT is a financial advisory firm situated in Ketchum, Idaho. With a nearly $189M assets under management, the firm specializes in crafting personalized retirement planning solutions for 517 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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PGP ADVISORS, LLC

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QualificationsFirm CRD# 172611

Assets Under Management $143,733,650

No. Of Clients1

Clients Per Financial Advisor0

PGP ADVISORS, LLC is a financial advisory firm situated in Ketchum, Idaho. With a nearly $144M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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SUN VALLEY GOLD LLC

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QualificationsFirm CRD# 108858

Assets Under Management $99,854,122

No. Of Clients6

Clients Per Financial Advisor1

SUN VALLEY GOLD LLC is a financial advisory firm situated in Ketchum, Idaho. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (CONSULTATIONS WITH CLIENTS.)

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Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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