Firm
Pathfinder Financial Planning
Missoula, Montana
Fee-only
Facts
| Based in | Missoula, Montana |
|---|---|
| Website | pathfinderplanmt.com |
| Phone | (406) 541-3733 |
Pathfinder Financial Planning 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.
| Hourly | $300 an hour |
|---|---|
| Asset-based fee | 0.85% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"Hourly engagements offered on a limited basis at $300/hour." source
"Billed at 0.85%" source
"Hourly engagements offered on a limited basis at $300/hour." 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 | $122 million |
| Individual clients | 18 |
| Financial planning | Offered |
| Form ADV filed | August 21, 2026 |
| SEC record | CRD 159486 |