Firm
Monteith Wealth, LLC.
Bozeman, Montana
Fee-only
Monteith Wealth, LLC. at a glance
- One of 36 fee-only firms based in Montana in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 6 employees and 90 individual clients, 28 of them high net worth.
- Its average account is about $297,000 (assets it manages divided by its 248 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Bozeman, Montana |
|---|---|
| Website | monteithwealthstrategies.com |
| Phone | (406) 613-7575 |
Monteith Wealth, LLC. fees
Monteith Wealth, LLC. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, flat fee, ongoing planning fee. 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 | $74 million |
| Individual clients | 62 |
| High-net-worth clients | 28 |
| Accounts managed | 248 |
| Employees | 6 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 14, 2026 |
| SEC record | CRD 308179 |