Zach Jonson
Stack Financial Management · Whitefish, Montana
Zach Jonson is a fee-only financial advisor at Stack Financial Management in Whitefish, Montana, who holds the CFA credential. Zach 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MT, TX · CRD 4639862 |
| Exams passed | Series 63 (2009) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.stackfinancialmanagement.com |
How Zach'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 Zach
Is Zach Jonson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zach 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 Zach charge for financial advice?
Zach charges a percentage of assets.
How much does Zach 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 Zach Jonson based?
Zach Jonson is based in Whitefish, Montana.
What credentials does Zach Jonson hold?
Zach Jonson holds the CFA credential.
Is Zach Jonson registered with the SEC?
Yes. Zach Jonson is registered as an investment adviser representative in MT and TX (CRD 4639862), 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 Zach Jonson?
Through Zach'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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