Firm
Professional Financial Management, Inc.
Bozeman, Montana
Fee-only
Professional Financial Management, Inc. at a glance
- One of 36 fee-only firms based in Montana in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 163 individual clients, 83 of them high net worth.
- Its average account is about $439,000 (assets it manages divided by its 692 accounts).
Facts
| Based in | Bozeman, Montana |
|---|---|
| Website | profinancialmgmt.com |
| [email protected] | |
| Phone | (406) 587-1604 |
Professional Financial Management, Inc. fees
Professional Financial Management, Inc. 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 · Hourly |
|---|---|
| Assets managed | $304 million |
| Individual clients | 80 |
| High-net-worth clients | 83 |
| Accounts managed | 692 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-132539) |
| Financial planning | Offered |
| Form ADV filed | March 15, 2026 |
| SEC record | CRD 118117 |