Firm
Off the Beaten Path Financial
Wilsall, Montana
Fee-only
Facts
| Based in | Wilsall, Montana |
|---|---|
| Website | obpfinancial.com |
| Phone | (406) 414-9916 |
Off the Beaten Path Financial 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.
| Ongoing planning | From $3,600 a year |
|---|---|
| One-time plan | From $3,000 |
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"$300-1500/month" source
"$3000-6000" source
"1.25% up to $500k" source
"1.25% annual asset management fee (reduced over $500k)" 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 | $6 million |
| Individual clients | 29 |
| Financial planning | Offered |
| Form ADV filed | September 3, 2026 |
| SEC record | CRD 323401 |