# Hourly financial advisors in Montana > In Montana, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Adam Coughlin of Willamette Wealth Partners, Hannah Santa Cruz of Pathfinder Financial Planning and Mike Monteith of Monteith Wealth, LLC.. Page: https://find.wellspent.co/by/hourly-financial-advisors/montana/ 41 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who charge by the hour in Montana? In Montana, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Adam Coughlin of Willamette Wealth Partners, Hannah Santa Cruz of Pathfinder Financial Planning and Mike Monteith of Monteith Wealth, LLC.. ## How many fee-only advisors who charge by the hour in Montana are there? The Wellspent public graph lists 41 fee-only advisors who charge by the hour in Montana, at 27 firms. We counted every advisor record that fits, as of November 2026. ## Where are fee-only advisors who charge by the hour in Montana located? Of the 41 fee-only advisors who charge by the hour in Montana, 13 are in Bozeman, followed by 8 in Billings and 6 in Missoula. ## How do fee-only advisors who charge by the hour in Montana charge? The most common fee among fee-only advisors who charge by the hour in Montana is a percentage of assets, used by 90% of the 41 with fees on file. Many use more than one: 88% charge by the hour and 49% charge fixed fees. ## How many fee-only advisors who charge by the hour in Montana hold the CFP? 39% of the 41 fee-only advisors who charge by the hour 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 by the hour? We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour. ## What should I ask fee-only advisors who charge by the hour in Montana? What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later? ## How current is this list of fee-only advisors who charge by the hour 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 | | [Rose Zealand](https://find.wellspent.co/advisors/rose-zealand.md) | Golden Thread Collaborative, LLC | Helena, Montana | CFP, CeFT | Hourly | | [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 | | [Matthew Hudak](https://find.wellspent.co/advisors/matthew-hudak.md) | CoCreate Financial | Bozeman, Montana | CFP | Percentage of assets, Hourly, Fixed fees | | [Adam Coughlin](https://find.wellspent.co/advisors/adam-coughlin.md) | Willamette Wealth Partners | Kalispell, Montana | CFP | Percentage of assets | | [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 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 | | [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 | | [Mike Monteith](https://find.wellspent.co/advisors/mike-monteith.md) | Monteith Wealth, LLC. | Bozeman, Montana | CFP | Hourly, Flat fee or retainer, Ongoing planning fee | | [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 | | [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 | | [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 | | [Brandon Smith](https://find.wellspent.co/advisors/brandon-smith-6469065.md) | Professional Financial Management | Bozeman, Montana | CFP | Percentage of assets, Hourly | | [Gage Legare](https://find.wellspent.co/advisors/gage-legare.md) | Brooklyn FI | Glasgow, Montana | CFP | Percentage of assets, Hourly, Fixed fees | | [Kristin Hetzer](https://find.wellspent.co/advisors/kristin-hetzer.md) | Royal Palms Capital | Whitefish, Montana | CFP | Percentage of assets, Hourly, Fixed fees | | [Corey Stapleton](https://find.wellspent.co/advisors/corey-stapleton.md) | Stapleton Financial Group | Billings, Montana | | Percentage of assets, Hourly | | [Henry Zander](https://find.wellspent.co/advisors/henry-zander.md) | Cladis Investment Advisory | Billings, Montana | | Percentage of assets, Hourly, 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 | | [Mason Stafford](https://find.wellspent.co/advisors/mason-stafford.md) | Stafford Financial | Billings, Montana | | Percentage of assets, Hourly, Fixed fees | | [Matthew Platler](https://find.wellspent.co/advisors/matthew-platler.md) | Platler Capital Management | Bigfork, Montana | | Percentage of assets, Hourly | | [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 | | [Theodore Heuchling](https://find.wellspent.co/advisors/theodore-heuchling.md) | Portfolio Logix | Missoula, Montana | | Percentage of assets, Hourly | | [Tracy Hawbaker](https://find.wellspent.co/advisors/tracy-hawbaker.md) | Cladis Investment Advisory | Billings, Montana | | Percentage of assets, Hourly, Fixed 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).