ID · Sandpoint

Fiduciary advisors in Sandpoint, ID

1 advisor with offices in Sandpoint. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Sandpoint

Scott Tally, Financial Advisor - LEGACY FINANCIAL GROUP, LTD

Fiduciary ★1.0(1)

Sandpoint, Idaho

Fee-Based

Insurance Planning Investment Management Retirement Planning +1

Scott Tally operates Legacy Financial Group, Ltd. in Sandpoint, Idaho, providing financial planning, investment management, retirement planning, and insurance analysis on a fee-based model while acting as a fiduciary. The firm specializes in insurance planning, wealth management, and retirement strategy, and works with affiliated entities including Eagle Strategies LLC (a registered investment adviser) to deliver customized investment solutions and holistic planning across asset protection, tax planning, estate planning, and income protection.

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Financial advisors in Sandpoint, Idaho

Advisors serving Sandpoint specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Idaho's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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