#1Doceo Wealth, LLC
DOCEO WEALTH, LLC
Serves this area from Meridian, ID (3 mi)
Retirement Plan Advisors in Kuna, ID
The top-ranked retirement plan advisors serving Kuna, ID are Doceo Wealth, LLC, Inspire Investing, LLC and Hawke Financial Group. We list 15 retirement plan advisors serving Kuna, ID. 15 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Kuna, ID (Ada County). 15 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Kuna
#2Inspire Investing, LLC
INSPIRE INVESTING, LLCServes this area from Meridian, ID (7 mi)#3Hawke Financial Group
HAWKE FINANCIAL GROUP, LLCServes this area from Meridian, ID (8 mi)#4American Independent Securities Group, LLC
AMERICAN INDEPENDENT SECURITIES GROUP, LLCServes this area from Eagle, ID (12 mi)#5Berkeley, Inc
BERKELEY, INCServes this area from Garden City, ID (12 mi)#6Rw Investment Management LLC
RW INVESTMENT MANAGEMENT LLCServes this area from Eagle, ID (12 mi)#7Summit Wealth And Retirement Partners
SUMMIT WEALTH & RETIREMENT PLANNING, INC.Serves this area from Eagle, ID (12 mi)#8Freedom Fiduciaries LLC
FREEDOM FIDUCIARIES LLCServes this area from Boise City, ID (12 mi)#9Helmstar Wealth Management
THE HELMSTAR GROUP, LLCServes this area from Boise City, ID (12 mi)#10Scratch Capital
SCRATCH CAPITAL LLCServes this area from Boise City, ID (12 mi)
5 more providers serving this area
- Figure 8 Investment Strategies LLC, Boise City, ID (12 mi)
- Tumwater Wealth Management, LLC, Boise City, ID (12 mi)
- Continuum Advisory, LLC, Eagle, ID (12 mi)
- Br Wealth Management, Boise City, ID (12 mi)
- Wood Tarver Financial, Boise City, ID (14 mi)
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Frequently asked questions
How many retirement plan advisors serve Kuna?
We list 15 retirement plan advisors serving Kuna, ID: 0 based there and 15 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Kuna?
The top-ranked retirement plan advisors serving Kuna, ID are Doceo Wealth, LLC, Inspire Investing, LLC, Hawke Financial Group, American Independent Securities Group, LLC and Berkeley, Inc. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Kuna are verified against official records?
10 of the top 10 match an active official record: Doceo Wealth, LLC (U.S. Securities and Exchange Commission), Inspire Investing, LLC (U.S. Securities and Exchange Commission), Hawke Financial Group (U.S. Securities and Exchange Commission), American Independent Securities Group, LLC (U.S. Securities and Exchange Commission) and Berkeley, Inc (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .