List
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.
Fee-only onlyMontana
By the numbers
The Wellspent public graph lists 69 fee-only financial advisors in Montana 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.
- Advisors listed
- 69
- Firms
- 45
- Cities
- 17
- Hold the CFP
- 38%
- Other credentials: CFA 12% · CPA 1% · ChFC 4%
- How they charge (of 69 with fees on file): percentage of assets 94% · hourly 52% · fixed fees 45% · ongoing planning fee 7%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
69 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Caleb Pepperday | Advanced Practice Planning, LLC | Missoula | CFP, ChFC | Ongoing planning fee |
| Rose Zealand Scratch-paper planning and steady conversation for midlife people facing serious illness, caregiving, grief or questions of mortality. | Golden Thread Collaborative, LLC | Helena | CFP, CeFT | Hourly |
| Douglas Babcock | Professional Financial Management, Inc. | Bozeman | Not listed | Percentage of assets, Hourly |
| Hannah Santa Cruz | Pathfinder Financial Planning | Missoula | CFP | Percentage of assets, Hourly |
| Jill Tripp | Pathfinder Financial Planning | Missoula | CFP | Percentage of assets, Hourly |
| Sarah Fitzgerald | NorthFork Advisors | Bozeman | CFP | Percentage of assets, Hourly |
| Christa Hudak | CoCreate Financial | Bozeman | CFP, ChFC | Percentage of assets, Hourly |
| Cody Kirk | Wild Rye Financial | Bigfork | CFP | Percentage of assets |
| Matthew Hudak | CoCreate Financial | Bozeman | CFP | Percentage of assets, Hourly |
| Tary Middlesworth | Entrusted Wealth | Kalispell | CFP, CFA | Percentage of assets |
| Adam Coughlin | Willamette Wealth Partners | Kalispell | CFP | Percentage of assets |
| Camy Toth | Springbrook Financial | Bozeman | CFP | Percentage of assets, Fixed fees |
| Geoffrey Gilbert | Inukshuk Investments | Missoula | CFA | Percentage of assets, Hourly |
| Wesley Shifrin | NorthFork Advisors | Bozeman | CFA | Percentage of assets, Hourly |
| Zachary Matarazzo | Main Line Retirement Advisors | Whitefish | CFP | Percentage of assets, Hourly |
| Dillon Manley | Stack Financial Management | Whitefish | CFP | Percentage of assets |
| John Knopik | Ascent Wealth Management | Kalispell | CFP | Percentage of assets, Hourly |
| Ryan Sullivan | Off the Beaten Path Financial | Wilsall | Not listed | Percentage of assets, One-time planning fee |
| Annell Danczyk | Stack Financial Management | Whitefish | CFA | Percentage of assets |
| David Wigginton | Glacier Investment Management | Kalispell | CFA, CFP, CPA | Percentage of assets, Fixed fees |
| David Wrench | Peak Planning Group | Fishtail | Not listed | Percentage of assets, Hourly |
| Emma Shaw | CoCreate Financial | Bozeman | Not listed | Percentage of assets, Hourly |
| Eric Joynt | Prospettiva Financial | Missoula | CFP, ChFC | Percentage of assets, Fixed fees |
| Jack Monteith | Monteith Wealth, LLC. | Bozeman | CFP | Hourly, Flat fee or retainer |
| Jesse Radoslovich | Mountain Wealth Management | Bozeman | Not listed | Percentage of assets, Hourly |
| Joseph Laszewski | Stack Financial Management | Whitefish | CFA | Percentage of assets |
| Kristina Allardice | RED Seven Wealth Management | Laurel | Not listed | Percentage of assets, Fixed fees |
| Mike Monteith | Monteith Wealth, LLC. | Bozeman | CFP | Hourly, Flat fee or retainer |
| Sarah Hussey | Black Cat Wealth LLC | Bozeman | CFP | Percentage of assets, Fixed fees |
| Thomas White | Mountain Wealth Management | Bozeman | Not listed | Percentage of assets, Hourly |
| Tim Bauer | Evergreen Financial Group | Billings | CAP, CFP, AIF | Percentage of assets, Hourly |
| Timothy Randak | Arkell Asset Management | Bozeman | CFA | Percentage of assets, Hourly |
| Zach Jonson | Stack Financial Management | Whitefish | CFA | Percentage of assets |
| Alfred Matarazzo | Main Line Retirement Advisors | Whitefish | Not listed | Percentage of assets, Hourly |
| Christopher Nolt | Solid Rock Wealth Management | Bozeman | Not listed | Percentage of assets, Hourly |
| David Mulnix | Willamette Wealth Partners | Kalispell | Not listed | Percentage of assets |
| Evan Harris | Willamette Wealth Partners | Kalispell | Not listed | Percentage of assets |
| Teagan Parker | Rosemeyer Management Group | Great Falls | Not listed | Percentage of assets, Fixed fees |
| Aimee Weller | Stack Financial Management | Whitefish | Not listed | Percentage of assets |
| Benjamin Hayes | Stack Financial Management | Whitefish | Not listed | Percentage of assets |
| Catherine Hetrick | Stack Financial Management | Whitefish | Not listed | Percentage of assets |
| James Stack | Stack Financial Management | Whitefish | Not listed | Percentage of assets |
| Jeanine Morreim | Stack Financial Management | Whitefish | Not listed | Percentage of assets |
| Lisa Stack | Stack Financial Management | Whitefish | Not listed | Percentage of assets |
| Dawneen Oehlerich | KilterHowling | Whitefish | Not listed | Percentage of assets |
| Travis Hartman | Springhill Wealth Management | Bozeman | Not listed | Percentage of assets |
| Brandon Nissen | Opulence Planning | Chinook | CFP | Percentage of assets, Fixed fees |
| Brandon Smith | Professional Financial Management | Bozeman | CFP | Percentage of assets, Hourly |
| Gage Legare | Brooklyn FI | Glasgow | CFP | Percentage of assets, Hourly |
| Jonathon Butler | Opulence Planning | Helena | CFP | Percentage of assets, Fixed fees |
About this list
Any fee-only advisor whose profile matches this list's filters appears here automatically, and the list updates as profiles change. Nobody pays to be included or to rank higher.
More in the methodology.