Firm
Mccormick Financial Advisors
Bozeman, Montana
Fee-only
Mccormick Financial Advisors 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 52 individual clients, 25 of them high net worth.
- Its average account is about $482,000 (assets it manages divided by its 176 accounts).
Facts
| Based in | Bozeman, Montana |
|---|---|
| Website | mccormickfinancialadvisors.com |
| Phone | (406) 522-3201 |
Mccormick Financial Advisors fees
Mccormick Financial Advisors 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 | $85 million |
| Individual clients | 27 |
| High-net-worth clients | 25 |
| Accounts managed | 176 |
| Employees | 1 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 289043 |