Firm
Garcia Financial Planning
Meridian, Idaho
Fee-only
Facts
| Based in | Meridian, Idaho |
|---|---|
| Website | garciafinancialplanning.com |
| Phone | (208) 573-4622 |
Garcia Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $9,000 a year |
|---|---|
| Asset-based fee | 1.5% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$750/mo" source
"1.5% on assets under management." source
"$500k minimum" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 46 |
| Financial planning | Offered |
| Form ADV filed | October 1, 2026 |
| SEC record | CRD 339060 |