Advisors for under $500,000 in Montana
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.
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.
- Adam Coughlin Willamette Wealth Partners, Kalispell Holds the CFP. Fees on file: percentage of assets.
- Mike Monteith Monteith Wealth, LLC., Bozeman Holds the CFP. Fees on file: hourly, flat fee or retainer.
- Caleb Pepperday Advanced Practice Planning, LLC, Missoula Holds the CFP. Fees on file: ongoing planning fee.
- Jill Tripp Pathfinder Financial Planning, Missoula Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 45
- Firms
- 34
- Cities
- 14
- Hold the CFP
- 49%
- Other credentials: CFA 11% · CPA 2% · ChFC 7%
- How they charge (of 45 with fees on file): percentage of assets 93% · hourly 56% · fixed fees 42% · ongoing planning fee 11%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
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.
All 45 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Caleb Pepperday | Advanced Practice Planning, LLC | Missoula | CFP, ChFC | Ongoing planning fee |
| Douglas Babcock | Professional Financial Management, Inc. | Bozeman | Not listed | Percentage of assets, 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 |
| Geoffrey Gilbert | Inukshuk Investments | Missoula | CFA | Percentage of assets, Hourly |
| Wesley Shifrin | NorthFork Advisors | Bozeman | CFA | Percentage of assets, Hourly |
| John Knopik | Ascent Wealth Management | Kalispell | CFP | Percentage of assets, Hourly |
| Ryan Sullivan | Off the Beaten Path Financial | Wilsall | Not listed | Percentage of assets, One-time planning fee |
| David Wigginton | Glacier Investment Management | Kalispell | CFA, CFP, CPA | Percentage of assets, Fixed fees |
| David Wrench | Peak Planning Group | Fishtail | Not listed | Percentage of assets, Hourly |
| Emma Shaw | CoCreate Financial | Bozeman | Not listed | Percentage of assets, Hourly |
| Eric Joynt | Prospettiva Financial | Missoula | CFP, ChFC | Percentage of assets, Fixed fees |
| Jack Monteith | Monteith Wealth, LLC. | Bozeman | CFP | Hourly, Flat fee or retainer |
| Jesse Radoslovich | Mountain Wealth Management | Bozeman | Not listed | Percentage of assets, Hourly |
| Kristina Allardice | RED Seven Wealth Management | Laurel | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Thomas White | Mountain Wealth Management | Bozeman | Not listed | Percentage of assets, Hourly |
| Tim Bauer | Evergreen Financial Group | Billings | CAP, CFP, AIF | Percentage of assets, Hourly |
| Timothy Randak | Arkell Asset Management | Bozeman | CFA | Percentage of assets, Hourly |
| Christopher Nolt | Solid Rock Wealth Management | Bozeman | Not listed | Percentage of assets, Hourly |
| David Mulnix | Willamette Wealth Partners | Kalispell | Not listed | Percentage of assets |
| Evan Harris | Willamette Wealth Partners | Kalispell | Not listed | Percentage of assets |
| Dawneen Oehlerich | KilterHowling | Whitefish | Not listed | Percentage of assets |
| Travis Hartman | Springhill Wealth Management | Bozeman | Not listed | Percentage of assets |
| Brandon Nissen | Opulence Planning | Chinook | CFP | Percentage of assets, Fixed fees |
| Brandon Smith | Professional Financial Management | Bozeman | 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 |
| Corey Stapleton | Stapleton Financial Group | Billings | Not listed | Percentage of assets, Hourly |
| Kamrey Boyer | Tandem Wealth Advisors | Belgrade | Not listed | Percentage of assets, Fixed fees |
| Laurel Farrell | Portfolio Logix | Missoula | Not listed | Percentage of assets, Hourly |
| Luke Anderson | Evergreen Financial Group | Billings | Not listed | Percentage of assets, Hourly |
| Marshall Larsen | Larsen Financial Services | Geraldine | Not listed | Percentage of assets, Hourly |
| Michael McCormick | Mccormick Financial Advisors | Bozeman | Not listed | Percentage of assets |
| Parker Lenz | Pinecrest Advisors | Kalispell | Not listed | Percentage of assets |
| Theodore Heuchling | Portfolio Logix | Missoula | Not listed | Percentage of assets, Hourly |
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