Firm
Clearstone Wealth Management
Whitefish, Montana
Fee-only
Clearstone Wealth Management at a glance
- One of 36 fee-only firms based in Montana in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 51 individual clients, 22 of them high net worth.
- Its average account is about $317,000 (assets it manages divided by its 95 accounts).
Facts
| Based in | Whitefish, Montana |
|---|---|
| Website | clearstonewm.com |
| Phone | (866) 328-6297 |
Clearstone Wealth Management fees
Clearstone Wealth Management 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $30 million |
| Individual clients | 29 |
| High-net-worth clients | 22 |
| Accounts managed | 95 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 18, 2026 |
| SEC record | CRD 334088 |