Aimee Weller
Stack Financial Management · Whitefish, Montana
Aimee Weller is a fee-only financial advisor at Stack Financial Management in Whitefish, Montana. Aimee charges a percentage of assets (0.75%–1.2% a year of assets managed and a $750,000 asset minimum).
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Facts
| Firm | Stack Financial Management |
|---|---|
| Based in | Whitefish, Montana |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.75%–1.2% a year of assets managed · A $750,000 asset minimum |
| Assets under management | $1.99B across 1,524 accounts |
| SEC registration | Investment adviser representative in MT, TX · CRD 6200399 |
| Exams passed | Series 65 (2013) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.stackfinancialmanagement.com |
How Aimee's firm compares
- Stack Financial Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 1,524 accounts).
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Questions about Aimee
Is Aimee Weller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aimee holds no broker registration, and Stack Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aimee charge for financial advice?
Aimee charges a percentage of assets.
How much does Aimee charge?
According to Stack Financial Management's website, checked October 30, 2026: 0.75%–1.2% a year of assets managed; a $750,000 asset minimum.
Where is Aimee Weller based?
Aimee Weller is based in Whitefish, Montana.
Is Aimee Weller registered with the SEC?
Yes. Aimee Weller is registered as an investment adviser representative in MT and TX (CRD 6200399), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stack Financial Management manage?
Stack Financial Management reports $1.99B across 1,524 accounts in assets under management.
How do I contact Aimee Weller?
Through Aimee's website, www.stackfinancialmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Stack Financial Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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