Geoffrey Gilbert
Inukshuk Investments · Missoula, Montana
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.
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Specialties
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 | $18.4M across 50 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MT · CRD 5182605 |
| Exams passed | Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.inukshukinvestments.com |
| Profile |
How Geoffrey's firm compares
- Inukshuk Investments's average account is about $367,000, from its Form ADV (assets managed divided by 50 accounts).
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Questions about Geoffrey
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.
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
- Inukshuk Investments 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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