Firm
Willamette Wealth Partners
Kalispell, Montana
Fee-only
Willamette Wealth Partners at a glance
- One of 36 fee-only firms based in Montana in the Wellspent graph.
- 5 advisors are listed here; 2 of 5 hold the CFP.
- Its Form ADV reports 9 employees and 708 individual clients, 119 of them high net worth.
- Its average account is about $226,000 (assets it manages divided by its 1,792 accounts).
Facts
| Based in | Kalispell, Montana |
|---|---|
| Website | willamettewealth.com |
| Phone | (406) 862-4400 |
Willamette Wealth Partners fees
Willamette Wealth Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | $405 million |
| Individual clients | 589 |
| High-net-worth clients | 119 |
| Accounts managed | 1,792 |
| Employees | 9 |
| Planning clients | 0 |
| Registered with | The SEC (801-132887) |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 335451 |