# Flat-fee financial advisors in Montana > In Montana, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include David Wigginton of Glacier Investment Management, Tary Middlesworth of Entrusted Wealth and Geoffrey Gilbert of Inukshuk Investments. Page: https://find.wellspent.co/by/flat-fee-financial-advisors/montana/ 39 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 who charge flat or fixed fees in Montana? In Montana, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include David Wigginton of Glacier Investment Management, Tary Middlesworth of Entrusted Wealth and Geoffrey Gilbert of Inukshuk Investments. ## How many fee-only advisors who charge flat or fixed fees in Montana are there? The Wellspent public graph lists 39 fee-only advisors who charge flat or fixed fees in Montana, at 28 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who charge flat or fixed fees in Montana located? Of the 39 fee-only advisors who charge flat or fixed fees in Montana, 11 are in Bozeman, followed by 7 in Billings and 6 in Missoula. ## How do fee-only advisors who charge flat or fixed fees in Montana charge? The most common fee among fee-only advisors who charge flat or fixed fees in Montana is a percentage of assets, used by 92% of the 39 with fees on file. Many use more than one: 79% charge fixed fees and 64% charge by the hour. ## How many fee-only advisors who charge flat or fixed fees in Montana hold the CFP? 51% of the 39 fee-only advisors who charge flat or fixed fees 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 charge flat or fixed fees? We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets. ## What should I ask fee-only advisors who charge flat or fixed fees in Montana? What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees? ## How current is this list of fee-only advisors who charge flat or fixed fees 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 | | [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 | | [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 | | [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 | | [Zachary Matarazzo](https://find.wellspent.co/advisors/zachary-matarazzo.md) | Main Line Retirement Advisors | Whitefish, Montana | CFP | 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 | | [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 | | [Tim Bauer](https://find.wellspent.co/advisors/tim-bauer.md) | Evergreen Financial Group | Billings, Montana | CAP, CFP, AIF | Percentage of assets, Hourly, Fixed fees | | [Alfred Matarazzo](https://find.wellspent.co/advisors/alfred-matarazzo.md) | Main Line Retirement Advisors | Whitefish, Montana | | Percentage of assets, Hourly, Fixed fees | | [Christopher Nolt](https://find.wellspent.co/advisors/christopher-nolt.md) | Solid Rock Wealth Management | Bozeman, Montana | | Percentage of assets, Hourly, Fixed fees | | [Teagan Parker](https://find.wellspent.co/advisors/teagan-parker.md) | Rosemeyer Management Group | Great Falls, Montana | | Percentage of assets, Fixed fees | | [Brandon Nissen](https://find.wellspent.co/advisors/brandon-nissen.md) | Opulence Planning | Chinook, Montana | CFP | Percentage of assets, Fixed fees | | [Gage Legare](https://find.wellspent.co/advisors/gage-legare.md) | Brooklyn FI | Glasgow, Montana | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Gary Wrotny](https://find.wellspent.co/advisors/gary-wrotny.md) | Watson House Investment Management | Bozeman, Montana | | Percentage of assets, Fixed fees | | [Henry Zander](https://find.wellspent.co/advisors/henry-zander.md) | Cladis Investment Advisory | Billings, Montana | | Percentage of assets, Hourly, Fixed fees | | [Kamrey Boyer](https://find.wellspent.co/advisors/kamrey-boyer.md) | Tandem Wealth Advisors | Belgrade, Montana | | Percentage of assets, Fixed fees | | [Luke Anderson](https://find.wellspent.co/advisors/luke-anderson.md) | Evergreen Financial Group | Billings, Montana | | Percentage of assets, Hourly, Fixed fees | | [Mason Stafford](https://find.wellspent.co/advisors/mason-stafford.md) | Stafford Financial | Billings, Montana | | Percentage of assets, Hourly, Fixed fees | | [Max Corder](https://find.wellspent.co/advisors/max-corder.md) | H R Financial Services | Somers, Montana | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Cladis](https://find.wellspent.co/advisors/nicholas-cladis.md) | Cladis Investment Advisory | Billings, Montana | | Percentage of assets, Hourly, Fixed fees | | [Paul Stafford](https://find.wellspent.co/advisors/paul-stafford.md) | Stafford Financial | Billings, Montana | | Percentage of assets, Hourly, Fixed fees | | [Tracy Hawbaker](https://find.wellspent.co/advisors/tracy-hawbaker.md) | Cladis Investment Advisory | Billings, Montana | | Percentage of assets, Hourly, Fixed fees | | [Tyler Hamilton](https://find.wellspent.co/advisors/tyler-hamilton.md) | Black Swift Group | Missoula, Montana | | Percentage of assets, Fixed fees, Performance-based fees | ## 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).