Hourly financial advisors in Montana
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..
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Adam Coughlin Willamette Wealth Partners, Kalispell Holds the CFP. Fees on file: percentage of assets.
- Hannah Santa Cruz Pathfinder Financial Planning, Missoula Holds the CFP. Fees on file: percentage of assets, hourly.
- 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.
- Geoffrey Gilbert Inukshuk Investments, Missoula Holds the CFA. Fees on file: percentage of assets, hourly.
- Rose Zealand Golden Thread Collaborative, LLC, Helena Holds the CFP. Fees on file: hourly.
By the numbers
- Advisors listed
- 41
- Firms
- 27
- Cities
- 12
- Hold the CFP
- 39%
- Other credentials: CFA 7% · ChFC 5%
- How they charge (of 41 with fees on file): percentage of assets 90% · hourly 88% · fixed fees 49% · ongoing planning fee 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
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.
All 41 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Caleb Pepperday | Advanced Practice Planning, LLC | Missoula | CFP, ChFC | Ongoing planning fee |
| Rose Zealand Scratch-paper planning and steady conversation for midlife people facing serious illness, caregiving, grief or questions of mortality. | Golden Thread Collaborative, LLC | Helena | CFP, CeFT | Hourly |
| 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 |
| Matthew Hudak | CoCreate Financial | Bozeman | CFP | Percentage of assets, Hourly |
| Adam Coughlin | Willamette Wealth Partners | Kalispell | CFP | Percentage of assets |
| 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 Wrench | Peak Planning Group | Fishtail | Not listed | Percentage of assets, Hourly |
| Emma Shaw | CoCreate Financial | Bozeman | Not listed | Percentage of assets, Hourly |
| Jack Monteith | Monteith Wealth, LLC. | Bozeman | CFP | Hourly, Flat fee or retainer |
| Jesse Radoslovich | Mountain Wealth Management | Bozeman | Not listed | Percentage of assets, Hourly |
| Mike Monteith | Monteith Wealth, LLC. | Bozeman | CFP | Hourly, Flat fee or retainer |
| 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 |
| 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 |
| David Mulnix | Willamette Wealth Partners | Kalispell | Not listed | Percentage of assets |
| Evan Harris | Willamette Wealth Partners | Kalispell | Not listed | Percentage of assets |
| Brandon Smith | Professional Financial Management | Bozeman | CFP | Percentage of assets, Hourly |
| Gage Legare | Brooklyn FI | Glasgow | CFP | Percentage of assets, Hourly |
| Kristin Hetzer | Royal Palms Capital | Whitefish | CFP | Percentage of assets, Hourly |
| Corey Stapleton | Stapleton Financial Group | Billings | Not listed | Percentage of assets, Hourly |
| Henry Zander | Cladis Investment Advisory | Billings | Not listed | Percentage of assets, Hourly |
| 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 |
| Mason Stafford | Stafford Financial | Billings | Not listed | Percentage of assets, Hourly |
| Matthew Platler | Platler Capital Management | Bigfork | 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 |
| Theodore Heuchling | Portfolio Logix | Missoula | Not listed | Percentage of assets, Hourly |
| Tracy Hawbaker | Cladis Investment Advisory | Billings | Not listed | Percentage of assets, Hourly |
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