Firm
Solid Rock Wealth Management
Bozeman, Montana
Fee-only
Solid Rock Wealth Management 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 47 individual clients, 24 of them high net worth.
- Its average account is about $331,000 (assets it manages divided by its 148 accounts).
Facts
| Based in | Bozeman, Montana |
|---|---|
| Website | solidrockwealth.com |
| Phone | (406) 582-1264 |
Solid Rock Wealth Management fees
Solid Rock Wealth Management 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 · Fixed fees |
|---|---|
| Assets managed | $49 million |
| Individual clients | 23 |
| High-net-worth clients | 24 |
| Accounts managed | 148 |
| Employees | 1 |
| Financial planning | Offered |
| Form ADV filed | February 4, 2026 |
| SEC record | CRD 170264 |