# Advisors for under $500,000 in Montana > In Montana, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include David Wigginton of Glacier Investment Management, Tary Middlesworth of Entrusted Wealth and Adam Coughlin of Willamette Wealth Partners. Page: https://find.wellspent.co/by/financial-advisors-under-500k/montana/ 45 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for under $500,000 in Montana? In Montana, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include David Wigginton of Glacier Investment Management, Tary Middlesworth of Entrusted Wealth and Adam Coughlin of Willamette Wealth Partners. ## How many fee-only advisors for under $500,000 in Montana are there? The Wellspent public graph lists 45 fee-only advisors for under $500,000 in Montana, at 34 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000. ## Where are fee-only advisors for under $500,000 in Montana located? Of the 45 fee-only advisors for under $500,000 in Montana, 17 are in Bozeman, followed by 7 in Missoula and 7 in Kalispell. ## How do fee-only advisors for under $500,000 in Montana charge? The most common fee among fee-only advisors for under $500,000 in Montana is a percentage of assets, used by 93% of the 45 with fees on file. Many use more than one: 56% charge by the hour and 42% charge fixed fees. ## How many fee-only advisors for under $500,000 in Montana hold the CFP? 49% of the 45 fee-only advisors for under $500,000 in Montana hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors for under $500,000? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for under $500,000 in Montana? Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client? ## How current is this list of fee-only advisors for under $500,000 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Caleb Pepperday](https://find.wellspent.co/advisors/caleb-pepperday.md) | Advanced Practice Planning, LLC | Missoula, Montana | CFP, ChFC | Ongoing planning fee | | [Douglas Babcock](https://find.wellspent.co/advisors/douglas-babcock.md) | Professional Financial Management, Inc. | Bozeman, Montana | | Percentage of assets, Hourly | | [Hannah Santa Cruz](https://find.wellspent.co/advisors/hannah-santa-cruz.md) | Pathfinder Financial Planning | Missoula, Montana | CFP | Percentage of assets, Hourly | | [Jill Tripp](https://find.wellspent.co/advisors/jill-tripp.md) | Pathfinder Financial Planning | Missoula, Montana | CFP | Percentage of assets, Hourly | | [Sarah Fitzgerald](https://find.wellspent.co/advisors/sarah-fitzgerald.md) | NorthFork Advisors | Bozeman, Montana | CFP | Percentage of assets, Hourly, Fixed fees | | [Christa Hudak](https://find.wellspent.co/advisors/christa-hudak.md) | CoCreate Financial | Bozeman, Montana | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Cody Kirk](https://find.wellspent.co/advisors/cody-kirk.md) | Wild Rye Financial | Bigfork, Montana | CFP | Percentage of assets | | [Matthew Hudak](https://find.wellspent.co/advisors/matthew-hudak.md) | CoCreate Financial | Bozeman, Montana | CFP | Percentage of assets, Hourly, Fixed fees | | [Tary Middlesworth](https://find.wellspent.co/advisors/tary-middlesworth.md) | Entrusted Wealth | Kalispell, Montana | CFP, CFA | Percentage of assets | | [Adam Coughlin](https://find.wellspent.co/advisors/adam-coughlin.md) | Willamette Wealth Partners | Kalispell, Montana | CFP | Percentage of assets | | [Camy Toth](https://find.wellspent.co/advisors/camy-toth.md) | Springbrook Financial | Bozeman, Montana | CFP | Percentage of assets, Fixed fees | | [Geoffrey Gilbert](https://find.wellspent.co/advisors/geoffrey-gilbert.md) | Inukshuk Investments | Missoula, Montana | CFA | Percentage of assets, Hourly, Flat fee or retainer, One-time planning fee, Ongoing planning fee | | [Wesley Shifrin](https://find.wellspent.co/advisors/wesley-shifrin.md) | NorthFork Advisors | Bozeman, Montana | CFA | Percentage of assets, Hourly, Fixed fees | | [John Knopik](https://find.wellspent.co/advisors/john-knopik.md) | Ascent Wealth Management | Kalispell, Montana | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Sullivan](https://find.wellspent.co/advisors/ryan-sullivan.md) | Off the Beaten Path Financial | Wilsall, Montana | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [David Wigginton](https://find.wellspent.co/advisors/david-wigginton.md) | Glacier Investment Management | Kalispell, Montana | CFA, CFP, CPA | Percentage of assets, Fixed fees | | [David Wrench](https://find.wellspent.co/advisors/david-wrench.md) | Peak Planning Group | Fishtail, Montana | | Percentage of assets, Hourly, Fixed fees | | [Emma Shaw](https://find.wellspent.co/advisors/emma-shaw.md) | CoCreate Financial | Bozeman, Montana | | Percentage of assets, Hourly, Fixed fees | | [Eric Joynt](https://find.wellspent.co/advisors/eric-joynt.md) | Prospettiva Financial | Missoula, Montana | CFP, ChFC | Percentage of assets, Fixed fees | | [Jack Monteith](https://find.wellspent.co/advisors/jack-monteith.md) | Monteith Wealth, LLC. | Bozeman, Montana | CFP | Hourly, Flat fee or retainer, Ongoing planning fee | | [Jesse Radoslovich](https://find.wellspent.co/advisors/jesse-radoslovich.md) | Mountain Wealth Management | Bozeman, Montana | | Percentage of assets, Hourly | | [Kristina Allardice](https://find.wellspent.co/advisors/kristina-allardice.md) | RED Seven Wealth Management | Laurel, Montana | | Percentage of assets, Fixed fees | | [Mike Monteith](https://find.wellspent.co/advisors/mike-monteith.md) | Monteith Wealth, LLC. | Bozeman, Montana | CFP | Hourly, Flat fee or retainer, Ongoing planning fee | | [Sarah Hussey](https://find.wellspent.co/advisors/sarah-hussey.md) | Black Cat Wealth LLC | Bozeman, Montana | CFP | Percentage of assets, Fixed fees | | [Thomas White](https://find.wellspent.co/advisors/thomas-white-5242384.md) | Mountain Wealth Management | Bozeman, Montana | | Percentage of assets, Hourly | | [Tim Bauer](https://find.wellspent.co/advisors/tim-bauer.md) | Evergreen Financial Group | Billings, Montana | CAP, CFP, AIF | Percentage of assets, Hourly, Fixed fees | | [Timothy Randak](https://find.wellspent.co/advisors/timothy-randak.md) | Arkell Asset Management | Bozeman, Montana | CFA | Percentage of assets, Hourly | | [Christopher Nolt](https://find.wellspent.co/advisors/christopher-nolt.md) | Solid Rock Wealth Management | Bozeman, Montana | | Percentage of assets, Hourly, Fixed fees | | [David Mulnix](https://find.wellspent.co/advisors/david-mulnix.md) | Willamette Wealth Partners | Kalispell, Montana | | Percentage of assets | | [Evan Harris](https://find.wellspent.co/advisors/evan-harris.md) | Willamette Wealth Partners | Kalispell, Montana | | Percentage of assets | | [Dawneen Oehlerich](https://find.wellspent.co/advisors/dawneen-oehlerich.md) | KilterHowling | Whitefish, Montana | | Percentage of assets | | [Travis Hartman](https://find.wellspent.co/advisors/travis-hartman.md) | Springhill Wealth Management | Bozeman, Montana | | Percentage of assets | | [Brandon Nissen](https://find.wellspent.co/advisors/brandon-nissen.md) | Opulence Planning | Chinook, Montana | CFP | Percentage of assets, Fixed fees | | [Brandon Smith](https://find.wellspent.co/advisors/brandon-smith-6469065.md) | Professional Financial Management | Bozeman, Montana | CFP | Percentage of assets, Hourly | | [Jonathon Butler](https://find.wellspent.co/advisors/jonathon-butler.md) | Opulence Planning | Helena, Montana | CFP | Percentage of assets, Fixed fees | | [Kristin Hetzer](https://find.wellspent.co/advisors/kristin-hetzer.md) | Royal Palms Capital | Whitefish, Montana | CFP | Percentage of assets, Hourly, Fixed fees | | [Ronald Bibler](https://find.wellspent.co/advisors/ronald-bibler.md) | Bibler Financial Group | Big Sky, Montana | CFP | Percentage of assets | | [Corey Stapleton](https://find.wellspent.co/advisors/corey-stapleton.md) | Stapleton Financial Group | Billings, Montana | | Percentage of assets, Hourly | | [Kamrey Boyer](https://find.wellspent.co/advisors/kamrey-boyer.md) | Tandem Wealth Advisors | Belgrade, Montana | | Percentage of assets, Fixed fees | | [Laurel Farrell](https://find.wellspent.co/advisors/laurel-farrell.md) | Portfolio Logix | Missoula, Montana | | Percentage of assets, Hourly | | [Luke Anderson](https://find.wellspent.co/advisors/luke-anderson.md) | Evergreen Financial Group | Billings, Montana | | Percentage of assets, Hourly, Fixed fees | | [Marshall Larsen](https://find.wellspent.co/advisors/marshall-larsen.md) | Larsen Financial Services | Geraldine, Montana | | Percentage of assets, Hourly | | [Michael McCormick](https://find.wellspent.co/advisors/michael-mccormick.md) | Mccormick Financial Advisors | Bozeman, Montana | | Percentage of assets | | [Parker Lenz](https://find.wellspent.co/advisors/parker-lenz.md) | Pinecrest Advisors | Kalispell, Montana | | Percentage of assets | | [Theodore Heuchling](https://find.wellspent.co/advisors/theodore-heuchling.md) | Portfolio Logix | Missoula, Montana | | Percentage of assets, Hourly | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).