Thomas White
Mountain Wealth Management · Bozeman, Montana
Thomas White is a fee-only financial advisor at Mountain Wealth Management in Bozeman, Montana. Thomas focuses on retirement planning, estate & legacy planning and tax planning. Mountain Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Mountain Wealth Management |
|---|---|
| Based in | Bozeman, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $43M across 180 accounts |
| SEC registration | Investment adviser representative in MT, TX · CRD 5242384 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mountain-wealth.com |
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Questions about Thomas
Is Thomas White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Mountain Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Mountain Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Thomas White based?
Thomas White is based in Bozeman, Montana.
What does Thomas specialize in?
Thomas's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Thomas works with ultra high net worth.
Is Thomas White registered with the SEC?
Yes. Thomas White is registered as an investment adviser representative in MT and TX (CRD 5242384), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mountain Wealth Management manage?
Mountain Wealth Management reports $43M across 180 accounts in assets under management.
How do I contact Thomas White?
Through Thomas's website, www.mountain-wealth.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
- Mountain Wealth 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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