Updated:Jun 3, 2026

Garcia Financial Planning

GARCIA FINANCIAL PLANNING is an SEC-registered investment adviser in MERIDIAN, ID. The firm manages approximately $6 million in regulatory assets.

Garcia Financial Planning

GARCIA FINANCIAL PLANNING is an SEC-registered investment adviser in MERIDIAN, ID. The firm manages approximately $6 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Who runs Garcia Financial Planning?

No named principals or leadership are publicly associated with Garcia Financial Planning. The firm may be operated by an individual or family using the 'Garcia' name, but no confirmed source identifies a CEO, CIO, or founder.

What services does Garcia Financial Planning offer?

As an RIA, Garcia Financial Planning likely offers financial planning and investment advisory services to clients. However, the firm's specific service list — such as portfolio management, retirement planning, or tax strategies — is not publicly documented.

Is Garcia Financial Planning a family office?

No evidence suggests Garcia Financial Planning operates as a family office. The firm is categorized as an RIA, which may serve multiple clients. No single-family or multi-family office designation has been disclosed.

Where is Garcia Financial Planning based?

The firm's headquarters city and country are not publicly available from standard business databases or the firm's own communications. No office addresses have been confirmed.

Does Garcia Financial Planning publicly report its assets under management?

No. AUM for Garcia Financial Planning is not disclosed in any public source, including regulatory filings or firm marketing. The AUM band remains 'Undisclosed'.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.