Treasure Valley Financial Planning

Overview

Treasure Valley Financial Planning is an SEC registered investment adviser based in Meridian, ID, registered since 2026. It reports $336M in assets under management across 1,590 accounts, with 10 employees. It has 8 investment adviser representatives.

Reported AUM

$336M

Discretionary

100%

Accounts

1,590

Average account

$211K

Employees

10

Advisory reps

8

Registered since

2026

Jurisdictions

7

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Commissions, Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• David Bruce Morrison Managing Member, Owner CRD 5463175
• Jonathan Tyler Belnap Managing Member, Owner CRD 5598602
• Nick Phillip Stablein Chief Compliance Officer CRD 8255021

Advisory reps 3 of 8

• Jonathan T Belnap Insurance Agent · Investment Adviser Rep CRD 5598602
• Patrick D Collins Insurance Agent · Investment Adviser Rep CRD 5728681
• EUGENE Albert DELAROSA Investment Adviser Rep CRD 4909729

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3715 E Overland Rd Ste 205
Meridian, ID 83642

County

Ada

Metro area

Boise City, ID

Region

West

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: treasurevalleyplanning.com

Every state, with registration dates

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