CFP financial advisors in Montana

Wellspent public graph/Find by/CFP financial advisors/Montana

How do I find fee-only advisors who hold the CFP in Montana?

In Montana, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include David Wigginton of Glacier Investment Management, Tary Middlesworth of Entrusted Wealth and Hannah Santa Cruz of Pathfinder Financial Planning.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

David Wigginton Glacier Investment Management, Kalispell Holds the CFP, CFA and CPA. Fees on file: percentage of assets, fixed fees.
Tary Middlesworth Entrusted Wealth, Kalispell Holds the CFP and CFA. Fees on file: percentage of assets.
Hannah Santa Cruz Pathfinder Financial Planning, Missoula Holds the CFP. Fees on file: percentage of assets, hourly.
Mike Monteith Monteith Wealth, LLC., Bozeman Holds the CFP. Fees on file: hourly, flat fee or retainer.
Dillon Manley Stack Financial Management, Whitefish Holds the CFP. Fees on file: percentage of assets.
Rose Zealand Golden Thread Collaborative, LLC, Helena Holds the CFP. Fees on file: hourly.

By the numbers

Advisors listed: 26
Firms: 22
Cities: 10
Hold the CFP: 100%

Other credentials: CFA 8% · CPA 4% · ChFC 12%
How they charge (of 26 with fees on file): percentage of assets 85% · hourly 54% · fixed fees 54% · ongoing planning fee 12%

Source: Wellspent public graph, data as of November 2, 2026. Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Questions about cFP financial advisors

How many fee-only advisors who hold the CFP in Montana are there?

The Wellspent public graph lists 26 fee-only advisors who hold the CFP in Montana, at 22 firms. We counted every advisor record that fits, as of November 2026.

Where are fee-only advisors who hold the CFP in Montana located?

Of the 26 fee-only advisors who hold the CFP in Montana, 8 are in Bozeman, followed by 4 in Missoula and 4 in Kalispell.

How do fee-only advisors who hold the CFP in Montana charge?

The most common fee among fee-only advisors who hold the CFP in Montana is a percentage of assets, used by 85% of the 26 with fees on file. Many use more than one: 54% charge by the hour and 54% charge fixed fees.

How many fee-only advisors who hold the CFP in Montana hold the CFP?

100% of the 26 fee-only advisors who hold the CFP in Montana hold the CFP certification, based on the credentials listed on each record.

How does Wellspent decide who counts as fee-only advisors who hold the CFP?

We count an advisor here when their record lists the CFP.

What should I ask fee-only advisors who hold the CFP in Montana?

How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?

How current is this list of fee-only advisors who hold the CFP in Montana?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

All 26 advisors

CFP financial advisors in Montana: advisor, firm, city, credentials, and fees
Advisor	Firm	City	Credentials	Fees
Caleb Pepperday	Advanced Practice Planning, LLC	Missoula	CFP, ChFC	Ongoing planning fee
Rose Zealand Scratch-paper planning and steady conversation for midlife people facing serious illness, caregiving, grief or questions of mortality.	Golden Thread Collaborative, LLC	Helena	CFP, CeFT	Hourly
Hannah Santa Cruz	Pathfinder Financial Planning	Missoula	CFP	Percentage of assets, Hourly
Jill Tripp	Pathfinder Financial Planning	Missoula	CFP	Percentage of assets, Hourly
Sarah Fitzgerald	NorthFork Advisors	Bozeman	CFP	Percentage of assets, Hourly
Christa Hudak	CoCreate Financial	Bozeman	CFP, ChFC	Percentage of assets, Hourly
Cody Kirk	Wild Rye Financial	Bigfork	CFP	Percentage of assets
Matthew Hudak	CoCreate Financial	Bozeman	CFP	Percentage of assets, Hourly
Tary Middlesworth	Entrusted Wealth	Kalispell	CFP, CFA	Percentage of assets
Adam Coughlin	Willamette Wealth Partners	Kalispell	CFP	Percentage of assets
Camy Toth	Springbrook Financial	Bozeman	CFP	Percentage of assets, Fixed fees
Zachary Matarazzo	Main Line Retirement Advisors	Whitefish	CFP	Percentage of assets, Hourly
Dillon Manley	Stack Financial Management	Whitefish	CFP	Percentage of assets
John Knopik	Ascent Wealth Management	Kalispell	CFP	Percentage of assets, Hourly
David Wigginton	Glacier Investment Management	Kalispell	CFA, CFP, CPA	Percentage of assets, Fixed fees
Eric Joynt	Prospettiva Financial	Missoula	CFP, ChFC	Percentage of assets, Fixed fees
Jack Monteith	Monteith Wealth, LLC.	Bozeman	CFP	Hourly, Flat fee or retainer
Mike Monteith	Monteith Wealth, LLC.	Bozeman	CFP	Hourly, Flat fee or retainer
Sarah Hussey	Black Cat Wealth LLC	Bozeman	CFP	Percentage of assets, Fixed fees
Tim Bauer	Evergreen Financial Group	Billings	CAP, CFP, AIF	Percentage of assets, Hourly
Brandon Nissen	Opulence Planning	Chinook	CFP	Percentage of assets, Fixed fees
Brandon Smith	Professional Financial Management	Bozeman	CFP	Percentage of assets, Hourly
Gage Legare	Brooklyn FI	Glasgow	CFP	Percentage of assets, Hourly
Jonathon Butler	Opulence Planning	Helena	CFP	Percentage of assets, Fixed fees
Kristin Hetzer	Royal Palms Capital	Whitefish	CFP	Percentage of assets, Hourly
Ronald Bibler	Bibler Financial Group	Big Sky	CFP	Percentage of assets

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