Firm
Inukshuk Investments
Missoula, Montana
Fee-only
Inukshuk Investments at a glance
- One of 36 fee-only firms based in Montana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 45 individual clients, 7 of them high net worth.
- Its average account is about $367,000 (assets it manages divided by its 50 accounts).
Facts
| Based in | Missoula, Montana |
|---|---|
| Website | inukshukinvestments.com |
| [email protected] | |
| Phone | (406) 207-6561 |
Inukshuk Investments 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.
| Account minimum | $200,000 |
|---|---|
| How it charges | Percentage of assets · Hourly · Flat fee · One-time plans or projects · Ongoing planning fee |
In the firm's words
"minimum account size is typically $200k" source
"for a fee based on a percentage of assets under management" source
"Financial and investment consultations are charged on an hourly or fixed-fee basis." source
"Financial and investment consultations are charged on an hourly or fixed-fee basis." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $18 million |
| Individual clients | 38 |
| High-net-worth clients | 7 |
| Accounts managed | 50 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 166556 |