# Geoffrey Gilbert

> Geoffrey Gilbert is a fee-only financial advisor at Inukshuk Investments in Missoula, Montana, who holds the CFA credential. Geoffrey charges a percentage of assets, hourly fees, a flat fee or retainer, a one-time planning fee and an ongoing planning fee (a $200,000 asset minimum) and focuses on small business owners, divorce financial planning and retirement planning.

Page: https://find.wellspent.co/advisors/geoffrey-gilbert/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Inukshuk Investments
- **Based in:** Missoula, Montana
- **Fee model:** Percentage of assets; Hourly; Flat fee or retainer; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** a $200,000 asset minimum
- **Assets under management (firm):** $18.4M across 50 accounts
- **Credentials:** CFA
- **Specialties:** Small business owners, Divorce financial planning, Retirement planning
- **CRD:** 5182605 (https://adviserinfo.sec.gov/individual/summary/5182605)
- **SEC registration:** Investment adviser representative in MT
- **Exams passed:** Series 65 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.inukshukinvestments.com

## Frequently asked questions

### Is Geoffrey Gilbert a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Geoffrey holds no broker registration, and Inukshuk Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Geoffrey charge for financial advice?

Geoffrey charges a percentage of assets, hourly fees, a flat fee or retainer, a one-time planning fee and an ongoing planning fee.

### How much does Geoffrey charge?

According to Inukshuk Investments's website, checked October 30, 2026: a $200,000 asset minimum.

### Where is Geoffrey Gilbert based?

Geoffrey Gilbert is based in Missoula, Montana.

### What does Geoffrey specialize in?

Geoffrey's specialties include small business owners, divorce financial planning and retirement planning.

### What credentials does Geoffrey Gilbert hold?

Geoffrey Gilbert holds the CFA credential.

### Is Geoffrey Gilbert registered with the SEC?

Yes. Geoffrey Gilbert is registered as an investment adviser representative in MT (CRD 5182605), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Inukshuk Investments manage?

Inukshuk Investments reports $18.4M across 50 accounts in assets under management.

### How do I contact Geoffrey Gilbert?

Through Geoffrey's website, www.inukshukinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5182605): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.inukshukinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.