RIA Intel›Advisers›Idaho›GARCIA FINANCIAL PLANNING LLC

GARCIA FINANCIAL PLANNING LLC

Advisory

MERIDIAN, ID

Data as of Jul 20, 2026 · Source: SEC Form ADV

Average account

$60K

across 100 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 20, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients46

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

46 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ID

Closest by assets under management. All figures from Form ADV.

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$5M

ENDURO WEALTH MANAGEMENT, LLC

$4M

CAPITAL FINANCIAL BOISE, INC.

$4M

SUMMIT CREEK CAPITAL LLC

KETCHUM, ID

$4M

-86.3% 1Y

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