Ben H. Boettcher, CFP^®

Partner

Helmstar Wealth Management

250 S. 5th St., Ste 600
Boise, ID 83702

FINANCIAL ADVISOR'S WEBSITE

www.helmstargroup.com

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

For investment management, we charge a small fee based percentage of the assets we manage. We are not simply independent advisors in a shared office space. Our seasoned team will help find the best wealth management opportunities for you.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

General

Ben Boettcher is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Helmstar Wealth Management in Boise, ID and the surrounding communities.

Financial Advisor Overview

We are an independently owned firm with a team oriented approach to your lifestyle and objectives. We have access to top institutional money managers not available to the typical financial advisor. Our professional relationships provide you with world class financial acumen and security.

Our planning process is unique in its ability to clarify and measure the progress toward your goals. This proprietary process has been developed through many years of practice, refinement, and client input. Far more meaningful than surface-level financial plans, the process sets our company–and our clients’ successes–apart.

Financial Advisor Experience

It is our fiduciary responsibility to carefully consider your finances and act in your best interest. Our clients rely on the 50+ years of combined experience from our credentialed professionals and on our reputation of integrity.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)

Insurance Licenses

Life insurance: ID

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth