Tary Middlesworth
Entrusted Wealth · Kalispell, Montana
Tary Middlesworth is a fee-only financial advisor at Entrusted Wealth in Kalispell, Montana, who holds the CFP and CFA credentials. Tary charges a percentage of assets (0.75% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Entrusted Wealth |
|---|---|
| Based in | Kalispell, Montana |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.75% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $7.5M across 48 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MT · CRD 4766017 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.entrustedwealth.com |
How Tary's firm compares
- Entrusted Wealth's average account is about $156,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Tary
Is Tary Middlesworth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tary holds no broker registration, and Entrusted Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tary charge for financial advice?
Tary charges a percentage of assets.
How much does Tary charge?
According to Entrusted Wealth's website, checked October 30, 2026: 0.75% a year on the first tier of assets managed.
Does Tary work with clients virtually?
Yes. Entrusted Wealth says on its website that it works with clients remotely.
Where is Tary Middlesworth based?
Tary Middlesworth is based in Kalispell, Montana.
What does Tary specialize in?
Tary's specialties include retirement planning and tax planning.
What credentials does Tary Middlesworth hold?
Tary Middlesworth holds the CFP and CFA credentials.
Is Tary Middlesworth registered with the SEC?
Yes. Tary Middlesworth is registered as an investment adviser representative in MT (CRD 4766017), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Entrusted Wealth manage?
Entrusted Wealth reports $7.5M across 48 accounts in assets under management.
How do I contact Tary Middlesworth?
Through Tary's website, www.entrustedwealth.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
- Entrusted Wealth 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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