Firm
Entrusted Wealth
Kalispell, Montana
Fee-only
Entrusted Wealth 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 $156,000 (assets it manages divided by its 48 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Kalispell, Montana |
|---|---|
| Website | entrustedwealth.com |
| [email protected] | |
| Phone | (406) 909-4119 |
Entrusted Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.75% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Fees are 0.75% per year on household assets up to $2 million" source
"Fees are 0.75% per year on household assets up to $2 million and 0.50% from $2 million to $5 million" source
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 · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 12 |
| Accounts managed | 48 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | September 21, 2026 |
| SEC record | CRD 294185 |