# James Stack

> James Stack is a fee-only financial advisor at Stack Financial Management in Whitefish, Montana. James charges a percentage of assets (0.75%–1.2% a year of assets managed and a $750,000 asset minimum).

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

## 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 (firm):** $1.99B across 1,524 accounts
- **CRD:** 2458324 (https://adviserinfo.sec.gov/individual/summary/2458324)
- **SEC registration:** Investment adviser representative in MT, TX
- **Exams passed:** Series 65 (1994)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://www.stackfinancialmanagement.com

## Frequently asked questions

### Is James Stack a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?

James charges a percentage of assets.

### How much does James 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 James Stack based?

James Stack is based in Whitefish, Montana.

### Is James Stack registered with the SEC?

Yes. James Stack is registered as an investment adviser representative in MT and TX (CRD 2458324), 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 James Stack?

Through James's website, www.stackfinancialmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2458324): 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.stackfinancialmanagement.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.