Firm
Wild Rye Financial
Bigfork, Montana
Fee-only
Facts
| Based in | Bigfork, Montana |
|---|---|
| Website | wildryefinancial.com |
| [email protected] | |
| Phone | (406) 207-5610 |
Wild Rye 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.
| Account minimum | $500,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"with a minimum investment portfolio of $500k or more" source
"through a transparent fee structure based on assets under management" 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 | $91 million |
| Individual clients | 76 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 317148 |