Firm
Stack Financial Management
Whitefish, Montana
Fee-only
Stack Financial Management at a glance
- One of 36 fee-only firms based in Montana in the Wellspent graph.
- 10 advisors are listed here; 3 of 10 hold the CFA.
- Its Form ADV reports 14 employees and 779 individual clients, 590 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 1,524 accounts).
Facts
| Based in | Whitefish, Montana |
|---|---|
| Website | stackfinancialmanagement.com |
| Phone | (406) 862-8000 |
Stack Financial Management 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.
| Asset-based fee | 0.75% to 1.2% a year |
|---|---|
| Account minimum | $750,000 |
| How it charges | Percentage of assets |
In the firm's words
"Annual advisory fees range from 1.20% to 0.75% for assets under management up to $10M." source
"Annual advisory fees range from 1.20% to 0.75% for assets under management up to $10M." source
"Single account minimum opening balance is $750,000" source
"Annual advisory fees range from 1.20% to 0.75% for assets under management up to $10M." 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 |
|---|---|
| Assets managed | $2.0 billion |
| Individual clients | 189 |
| High-net-worth clients | 590 |
| Accounts managed | 1,524 |
| Employees | 14 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-45724) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 106785 |