Ismael Garcia
Garcia Financial Planning · Meridian, Idaho
Ismael Garcia is a fee-only financial advisor at Garcia Financial Planning in Meridian, Idaho, who holds the CFP credential. Ismael charges a percentage of assets and an ongoing planning fee (ongoing planning from $9,000 a year and 1.5% a year on the first tier of assets managed) and focuses on small business owners, founders (pre-exit) and retirement planning.
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Specialties
Who they serve
- Founders
- Pre-retirees
Facts
| Firm | Garcia Financial Planning |
|---|---|
| Based in | Meridian, Idaho |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $9,000 a year · 1.5% a year on the first tier of assets managed · A $500,000 asset minimum |
| Languages | Spanish |
| Accepting new clients | Yes |
| Assets under management | $6.0M across 100 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ID · CRD 7151051 |
| Exams passed | Series 66 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.garciafinancialplanning.com |
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Questions about Ismael
Is Ismael Garcia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ismael holds no broker registration, and Garcia Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ismael charge for financial advice?
Ismael charges a percentage of assets and an ongoing planning fee.
How much does Ismael charge?
According to Garcia Financial Planning's website, checked October 30, 2026: ongoing planning from $9,000 a year; 1.5% a year on the first tier of assets managed; a $500,000 asset minimum.
What languages does Ismael work in?
Besides English, Garcia Financial Planning offers service in Spanish, according to its website.
Where is Ismael Garcia based?
Ismael Garcia is based in Meridian, Idaho.
What does Ismael specialize in?
Ismael's specialties include small business owners, founders (pre-exit), retirement planning and tax planning. Ismael works with founders and pre-retirees.
What credentials does Ismael Garcia hold?
Ismael Garcia holds the CFP credential.
Is Ismael Garcia registered with the SEC?
Yes. Ismael Garcia is registered as an investment adviser representative in ID (CRD 7151051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Garcia Financial Planning manage?
Garcia Financial Planning reports $6.0M across 100 accounts in assets under management.
How do I contact Ismael Garcia?
Through Ismael's website, www.garciafinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Garcia Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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