# Fee-only financial advisors in Montana > Montana-based and Montana-serving fee-only advisors. Every listed advisor is fee-only under the bright-line Wellspent definition, with no commission or proprietary-product revenue. The Wellspent public graph lists 69 fee-only financial advisors on this list at 45 firms, most in Bozeman, Whitefish and Missoula. 38% hold the CFP certification. Of the 69 with fees on file, 94% charge percentage of assets. Page: https://find.wellspent.co/lists/fee-only-advisors-in-montana/ 69 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Caleb Pepperday](https://find.wellspent.co/advisors/caleb-pepperday.md) | Advanced Practice Planning, LLC | Missoula, Montana | CFP, ChFC | Ongoing planning fee | | [Rose Zealand](https://find.wellspent.co/advisors/rose-zealand.md) | Golden Thread Collaborative, LLC | Helena, Montana | CFP, CeFT | Hourly | | [Douglas Babcock](https://find.wellspent.co/advisors/douglas-babcock.md) | Professional Financial Management, Inc. | Bozeman, Montana | | Percentage of assets, Hourly | | [Hannah Santa Cruz](https://find.wellspent.co/advisors/hannah-santa-cruz.md) | Pathfinder Financial Planning | Missoula, Montana | CFP | Percentage of assets, Hourly | | [Jill Tripp](https://find.wellspent.co/advisors/jill-tripp.md) | Pathfinder Financial Planning | Missoula, Montana | CFP | Percentage of assets, Hourly | | [Sarah Fitzgerald](https://find.wellspent.co/advisors/sarah-fitzgerald.md) | NorthFork Advisors | Bozeman, Montana | CFP | Percentage of assets, Hourly, Fixed fees | | [Christa Hudak](https://find.wellspent.co/advisors/christa-hudak.md) | CoCreate Financial | Bozeman, Montana | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Cody Kirk](https://find.wellspent.co/advisors/cody-kirk.md) | Wild Rye Financial | Bigfork, Montana | CFP | Percentage of assets | | [Matthew Hudak](https://find.wellspent.co/advisors/matthew-hudak.md) | CoCreate Financial | Bozeman, Montana | CFP | Percentage of assets, Hourly, Fixed fees | | [Tary Middlesworth](https://find.wellspent.co/advisors/tary-middlesworth.md) | Entrusted Wealth | Kalispell, Montana | CFP, CFA | Percentage of assets | | [Adam Coughlin](https://find.wellspent.co/advisors/adam-coughlin.md) | Willamette Wealth Partners | Kalispell, Montana | CFP | Percentage of assets | | [Camy Toth](https://find.wellspent.co/advisors/camy-toth.md) | Springbrook Financial | Bozeman, Montana | CFP | Percentage of assets, Fixed fees | | [Geoffrey Gilbert](https://find.wellspent.co/advisors/geoffrey-gilbert.md) | Inukshuk Investments | Missoula, Montana | CFA | Percentage of assets, Hourly, Flat fee or retainer, One-time planning fee, Ongoing planning fee | | [Wesley Shifrin](https://find.wellspent.co/advisors/wesley-shifrin.md) | NorthFork Advisors | Bozeman, Montana | CFA | Percentage of assets, Hourly, Fixed fees | | [Zachary Matarazzo](https://find.wellspent.co/advisors/zachary-matarazzo.md) | Main Line Retirement Advisors | Whitefish, Montana | CFP | Percentage of assets, Hourly, Fixed fees | | [Dillon Manley](https://find.wellspent.co/advisors/dillon-manley.md) | Stack Financial Management | Whitefish, Montana | CFP | Percentage of assets | | [John Knopik](https://find.wellspent.co/advisors/john-knopik.md) | Ascent Wealth Management | Kalispell, Montana | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Sullivan](https://find.wellspent.co/advisors/ryan-sullivan.md) | Off the Beaten Path Financial | Wilsall, Montana | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Annell Danczyk](https://find.wellspent.co/advisors/annell-danczyk.md) | Stack Financial Management | Whitefish, Montana | CFA | Percentage of assets | | [David Wigginton](https://find.wellspent.co/advisors/david-wigginton.md) | Glacier Investment Management | Kalispell, Montana | CFA, CFP, CPA | Percentage of assets, Fixed fees | | [David Wrench](https://find.wellspent.co/advisors/david-wrench.md) | Peak Planning Group | Fishtail, Montana | | Percentage of assets, Hourly, Fixed fees | | [Emma Shaw](https://find.wellspent.co/advisors/emma-shaw.md) | CoCreate Financial | Bozeman, Montana | | Percentage of assets, Hourly, Fixed fees | | [Eric Joynt](https://find.wellspent.co/advisors/eric-joynt.md) | Prospettiva Financial | Missoula, Montana | CFP, ChFC | Percentage of assets, Fixed fees | | [Jack Monteith](https://find.wellspent.co/advisors/jack-monteith.md) | Monteith Wealth, LLC. | Bozeman, Montana | CFP | Hourly, Flat fee or retainer, Ongoing planning fee | | [Jesse Radoslovich](https://find.wellspent.co/advisors/jesse-radoslovich.md) | Mountain Wealth Management | Bozeman, Montana | | Percentage of assets, Hourly | | [Joseph Laszewski](https://find.wellspent.co/advisors/joseph-laszewski.md) | Stack Financial Management | Whitefish, Montana | CFA | Percentage of assets | | [Kristina Allardice](https://find.wellspent.co/advisors/kristina-allardice.md) | RED Seven Wealth Management | Laurel, Montana | | Percentage of assets, Fixed fees | | [Mike Monteith](https://find.wellspent.co/advisors/mike-monteith.md) | Monteith Wealth, LLC. | Bozeman, Montana | CFP | Hourly, Flat fee or retainer, Ongoing planning fee | | [Sarah Hussey](https://find.wellspent.co/advisors/sarah-hussey.md) | Black Cat Wealth LLC | Bozeman, Montana | CFP | Percentage of assets, Fixed fees | | [Thomas White](https://find.wellspent.co/advisors/thomas-white-5242384.md) | Mountain Wealth Management | Bozeman, Montana | | Percentage of assets, Hourly | | [Tim Bauer](https://find.wellspent.co/advisors/tim-bauer.md) | Evergreen Financial Group | Billings, Montana | CAP, CFP, AIF | Percentage of assets, Hourly, Fixed fees | | [Timothy Randak](https://find.wellspent.co/advisors/timothy-randak.md) | Arkell Asset Management | Bozeman, Montana | CFA | Percentage of assets, Hourly | | [Zach Jonson](https://find.wellspent.co/advisors/zach-jonson.md) | Stack Financial Management | Whitefish, Montana | CFA | Percentage of assets | | [Alfred Matarazzo](https://find.wellspent.co/advisors/alfred-matarazzo.md) | Main Line Retirement Advisors | Whitefish, Montana | | Percentage of assets, Hourly, Fixed fees | | [Christopher Nolt](https://find.wellspent.co/advisors/christopher-nolt.md) | Solid Rock Wealth Management | Bozeman, Montana | | Percentage of assets, Hourly, Fixed fees | | [David Mulnix](https://find.wellspent.co/advisors/david-mulnix.md) | Willamette Wealth Partners | Kalispell, Montana | | Percentage of assets | | [Evan Harris](https://find.wellspent.co/advisors/evan-harris.md) | Willamette Wealth Partners | Kalispell, Montana | | Percentage of assets | | [Teagan Parker](https://find.wellspent.co/advisors/teagan-parker.md) | Rosemeyer Management Group | Great Falls, Montana | | Percentage of assets, Fixed fees | | [Aimee Weller](https://find.wellspent.co/advisors/aimee-weller.md) | Stack Financial Management | Whitefish, Montana | | Percentage of assets | | [Benjamin Hayes](https://find.wellspent.co/advisors/benjamin-hayes.md) | Stack Financial Management | Whitefish, Montana | | Percentage of assets | | [Catherine Hetrick](https://find.wellspent.co/advisors/catherine-hetrick.md) | Stack Financial Management | Whitefish, Montana | | Percentage of assets | | [James Stack](https://find.wellspent.co/advisors/james-stack.md) | Stack Financial Management | Whitefish, Montana | | Percentage of assets | | [Jeanine Morreim](https://find.wellspent.co/advisors/jeanine-morreim.md) | Stack Financial Management | Whitefish, Montana | | Percentage of assets | | [Lisa Stack](https://find.wellspent.co/advisors/lisa-stack.md) | Stack Financial Management | Whitefish, Montana | | Percentage of assets | | [Dawneen Oehlerich](https://find.wellspent.co/advisors/dawneen-oehlerich.md) | KilterHowling | Whitefish, Montana | | Percentage of assets | | [Travis Hartman](https://find.wellspent.co/advisors/travis-hartman.md) | Springhill Wealth Management | Bozeman, Montana | | Percentage of assets | | [Brandon Nissen](https://find.wellspent.co/advisors/brandon-nissen.md) | Opulence Planning | Chinook, Montana | CFP | Percentage of assets, Fixed fees | | [Brandon Smith](https://find.wellspent.co/advisors/brandon-smith-6469065.md) | Professional Financial Management | Bozeman, Montana | CFP | Percentage of assets, Hourly | | [Gage Legare](https://find.wellspent.co/advisors/gage-legare.md) | Brooklyn FI | Glasgow, Montana | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathon Butler](https://find.wellspent.co/advisors/jonathon-butler.md) | Opulence Planning | Helena, Montana | CFP | Percentage of assets, Fixed fees | | [Kristin Hetzer](https://find.wellspent.co/advisors/kristin-hetzer.md) | Royal Palms Capital | Whitefish, Montana | CFP | Percentage of assets, Hourly, Fixed fees | | [Ronald Bibler](https://find.wellspent.co/advisors/ronald-bibler.md) | Bibler Financial Group | Big Sky, Montana | CFP | Percentage of assets | | [Corey Stapleton](https://find.wellspent.co/advisors/corey-stapleton.md) | Stapleton Financial Group | Billings, Montana | | Percentage of assets, Hourly | | [Gary Wrotny](https://find.wellspent.co/advisors/gary-wrotny.md) | Watson House Investment Management | Bozeman, Montana | | Percentage of assets, Fixed fees | | [Henry Zander](https://find.wellspent.co/advisors/henry-zander.md) | Cladis Investment Advisory | Billings, Montana | | Percentage of assets, Hourly, Fixed fees | | [Kamrey Boyer](https://find.wellspent.co/advisors/kamrey-boyer.md) | Tandem Wealth Advisors | Belgrade, Montana | | Percentage of assets, Fixed fees | | [Laurel Farrell](https://find.wellspent.co/advisors/laurel-farrell.md) | Portfolio Logix | Missoula, Montana | | Percentage of assets, Hourly | | [Luke Anderson](https://find.wellspent.co/advisors/luke-anderson.md) | Evergreen Financial Group | Billings, Montana | | Percentage of assets, Hourly, Fixed fees | | [Marshall Larsen](https://find.wellspent.co/advisors/marshall-larsen.md) | Larsen Financial Services | Geraldine, Montana | | Percentage of assets, Hourly | | [Mason Stafford](https://find.wellspent.co/advisors/mason-stafford.md) | Stafford Financial | Billings, Montana | | Percentage of assets, Hourly, Fixed fees | | [Matthew Platler](https://find.wellspent.co/advisors/matthew-platler.md) | Platler Capital Management | Bigfork, Montana | | Percentage of assets, Hourly | | [Max Corder](https://find.wellspent.co/advisors/max-corder.md) | H R Financial Services | Somers, Montana | | Percentage of assets, Hourly, Fixed fees | | [Michael McCormick](https://find.wellspent.co/advisors/michael-mccormick.md) | Mccormick Financial Advisors | Bozeman, Montana | | Percentage of assets | | [Nicholas Cladis](https://find.wellspent.co/advisors/nicholas-cladis.md) | Cladis Investment Advisory | Billings, Montana | | Percentage of assets, Hourly, Fixed fees | | [Parker Lenz](https://find.wellspent.co/advisors/parker-lenz.md) | Pinecrest Advisors | Kalispell, Montana | | Percentage of assets | | [Paul Stafford](https://find.wellspent.co/advisors/paul-stafford.md) | Stafford Financial | Billings, Montana | | Percentage of assets, Hourly, Fixed fees | | [Theodore Heuchling](https://find.wellspent.co/advisors/theodore-heuchling.md) | Portfolio Logix | Missoula, Montana | | Percentage of assets, Hourly | | [Tracy Hawbaker](https://find.wellspent.co/advisors/tracy-hawbaker.md) | Cladis Investment Advisory | Billings, Montana | | Percentage of assets, Hourly, Fixed fees | | [Tyler Hamilton](https://find.wellspent.co/advisors/tyler-hamilton.md) | Black Swift Group | Missoula, Montana | | Percentage of assets, Fixed fees, Performance-based fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).