Firm
Bibler Financial Group
Big Sky, Montana
Fee-only
Bibler Financial Group at a glance
- One of 36 fee-only firms based in Montana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 110 individual clients.
- Its average account is about $445,000 (assets it manages divided by its 110 accounts).
Facts
| Based in | Big Sky, Montana |
|---|---|
| Phone | (406) 727-7851 |
Bibler Financial Group fees
Bibler Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $49 million |
| Individual clients | 110 |
| Accounts managed | 110 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 14, 2026 |
| SEC record | CRD 117520 |