Treasure Valley Financial Planning

Overview

Treasure Valley Financial Planning is a newly formed limited liability company that registered with the SEC in 2026. The firm positions itself as a combined financial planning and portfolio management adviser for individuals and small businesses while also operating as an insurance broker. It describes itself as a capital allocator that selects and places clients with third‑party managers in addition to providing direct portfolio management and financial planning. Compensation is mixed: percentage of AUM, fixed fees, and commissions are all part of its stated fee structure. The firm does not identify as an active ESG investor and is not set up as a multi‑state adviser.

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Location & Offices