Jill Tripp
Pathfinder Financial Planning · Missoula, Montana
Jill Tripp is a fee-only financial advisor at Pathfinder Financial Planning in Missoula, Montana, who holds the CFP credential. Jill charges a percentage of assets and hourly fees ($300 an hour and 0.85% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
- Mid-life transitions
Facts
| Firm | Pathfinder Financial Planning |
|---|---|
| Based in | Missoula, Montana |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | $300 an hour · 0.85% a year on the first tier of assets managed |
| Assets under management | $122.3M across 375 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MT, TX · CRD 4656851 |
| Exams passed | Series 65 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | pathfinderplanmt.com |
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Questions about Jill
Is Jill Tripp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jill holds no broker registration, and Pathfinder Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jill charge for financial advice?
Jill charges a percentage of assets and hourly fees.
How much does Jill charge?
According to Pathfinder Financial Planning's website, checked October 30, 2026: $300 an hour; 0.85% a year on the first tier of assets managed.
Where is Jill Tripp based?
Jill Tripp is based in Missoula, Montana.
What does Jill specialize in?
Jill's specialties include retirement planning, tax planning and estate & legacy planning. Jill works with retirees, pre-retirees, early-career professionals and mid-life transitions.
What credentials does Jill Tripp hold?
Jill Tripp holds the CFP credential.
Is Jill Tripp registered with the SEC?
Yes. Jill Tripp is registered as an investment adviser representative in MT and TX (CRD 4656851), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pathfinder Financial Planning manage?
Pathfinder Financial Planning reports $122.3M across 375 accounts in assets under management.
How do I contact Jill Tripp?
Through Jill's website, pathfinderplanmt.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
- Pathfinder Financial Planning 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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