Black Cat Wealth LLC

Black Cat Wealth LLC 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 12 individual clients.
• Its average account is about $291,000 (assets it manages divided by its 33 accounts).

Fee-only advisors in Montana

Facts

Black Cat Wealth LLC fees

Black Cat Wealth LLC 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

Advisors at this firm (1)

• Sarah Hussey

  CFP