Flat-fee financial advisors in Montana
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.
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.
- Geoffrey Gilbert Inukshuk Investments, Missoula Holds the CFA. Fees on file: percentage of assets, hourly.
- Jack Monteith Monteith Wealth, LLC., Bozeman Holds the CFP. Fees on file: hourly, flat fee or retainer.
- Jill Tripp Pathfinder Financial Planning, Missoula Holds the CFP. Fees on file: percentage of assets, hourly.
- Caleb Pepperday Advanced Practice Planning, LLC, Missoula Holds the CFP. Fees on file: ongoing planning fee.
By the numbers
- Advisors listed
- 39
- Firms
- 28
- Cities
- 14
- Hold the CFP
- 51%
- Other credentials: CFA 10% · CPA 3% · ChFC 8%
- How they charge (of 39 with fees on file): percentage of assets 92% · fixed fees 79% · hourly 64% · ongoing planning fee 13%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
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.
All 39 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Caleb Pepperday | Advanced Practice Planning, LLC | Missoula | CFP, ChFC | Ongoing planning fee |
| 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 |
| Matthew Hudak | CoCreate Financial | Bozeman | CFP | Percentage of assets, Hourly |
| Tary Middlesworth | Entrusted Wealth | Kalispell | CFP, CFA | 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 |
| Zachary Matarazzo | Main Line Retirement Advisors | Whitefish | CFP | 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 |
| 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 |
| Tim Bauer | Evergreen Financial Group | Billings | CAP, CFP, AIF | Percentage of assets, Hourly |
| Alfred Matarazzo | Main Line Retirement Advisors | Whitefish | Not listed | Percentage of assets, Hourly |
| Christopher Nolt | Solid Rock Wealth Management | Bozeman | Not listed | Percentage of assets, Hourly |
| Teagan Parker | Rosemeyer Management Group | Great Falls | Not listed | Percentage of assets, Fixed fees |
| Brandon Nissen | Opulence Planning | Chinook | CFP | Percentage of assets, Fixed fees |
| 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 |
| Gary Wrotny | Watson House Investment Management | Bozeman | Not listed | Percentage of assets, Fixed fees |
| Henry Zander | Cladis Investment Advisory | Billings | Not listed | Percentage of assets, Hourly |
| Kamrey Boyer | Tandem Wealth Advisors | Belgrade | Not listed | Percentage of assets, Fixed fees |
| Luke Anderson | Evergreen Financial Group | Billings | Not listed | Percentage of assets, Hourly |
| Mason Stafford | Stafford Financial | Billings | Not listed | Percentage of assets, Hourly |
| Max Corder | H R Financial Services | Somers | Not listed | Percentage of assets, Hourly |
| Nicholas Cladis | Cladis Investment Advisory | Billings | Not listed | Percentage of assets, Hourly |
| Paul Stafford | Stafford Financial | Billings | Not listed | Percentage of assets, Hourly |
| Tracy Hawbaker | Cladis Investment Advisory | Billings | Not listed | Percentage of assets, Hourly |
| Tyler Hamilton | Black Swift Group | Missoula | Not listed | Percentage of assets, Fixed fees |
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