James Stack
Stack Financial Management · Whitefish, Montana
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).
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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 2458324 |
| Exams passed | Series 65 (1994) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.stackfinancialmanagement.com |
| Profile |
How James'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 James
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.
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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