Petso Financial Consultants LLC

Petso Financial Consultants LLC (CRD# 282032) is a financial advisory firm headquartered in Boise, ID. They manage $326,124,453 in 1,271 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    326
    MILLION
  • Total Number of Accounts
    1,271
    ACCOUNTS
  • Average Account Value
    $256,589
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID, TX

Financial Advisors at Petso Financial Consultants LLC
Showing 1 - 5 of 5 top financial advisors.
1
Thomas G. Brown
CRD#: 1998815
1405 W Main Street, Boise, ID 83702
96
Wealthminder
score

Thomas Brown (CRD# 1998815) is an Investment Advisor Representative working at Petso Financial Consultants LLC in Boise, ID and has over 12 years of experience in the finance industry. Thomas Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David S. Petso
CRD#: 1215887
1405 W Main Street, Boise, ID 83702
96
Wealthminder
score

David Petso (CRD# 1215887) is an Investment Advisor Representative working at Petso Financial Consultants LLC in Boise, ID and has over 31 years of experience in the finance industry. David Petso has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jennifer L. Stone
CRD#: 4429530
1405 W Main Street, Boise, ID 83702
96
Wealthminder
score

Jennifer Stone (CRD# 4429530) is an Investment Advisor Representative working at Petso Financial Consultants LLC in Boise, ID and has over 16 years of experience in the finance industry. Jennifer Stone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Richard J. Petso
CRD#: 865454
1405 W Main Street, Boise, ID 83702
93
Wealthminder
score

Richard Petso (CRD# 865454) is an Investment Advisor Representative working at Petso Financial Consultants LLC in Boise, ID and has over 37 years of experience in the finance industry.

5
Kathryn L. Young
CRD#: 1625217
1405 W Main Street, Boise, ID 83702
86
Wealthminder
score

Kathryn Young (CRD# 1625217) is an Investment Advisor Representative working at Petso Financial Consultants LLC in Boise, ID and has over 30 years of experience in the finance industry. Kathryn Young has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.