Lisa Stack
Stack Financial Management · Whitefish, Montana
Lisa Stack is a fee-only financial advisor at Stack Financial Management in Whitefish, Montana. Lisa 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 · CRD 2458316 |
| Exams passed | Series 65 (1994) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.stackfinancialmanagement.com |
| Profile |
How Lisa'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 Lisa
Is Lisa Stack a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa 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 Lisa charge for financial advice?
Lisa charges a percentage of assets.
How much does Lisa 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 Lisa Stack based?
Lisa Stack is based in Whitefish, Montana.
Is Lisa Stack registered with the SEC?
Yes. Lisa Stack is registered as an investment adviser representative in MT (CRD 2458316), 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 Lisa Stack?
Through Lisa'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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