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.
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 |
|---|---|---|---|---|
| Kristin Hetzer | Royal Palms Capital | Whitefish | CFP | Percentage of assets, Hourly |
| Ronald Bibler | Bibler Financial Group | Big Sky | CFP | Percentage of assets |
| Corey Stapleton | Stapleton Financial Group | Billings | Not listed | Percentage of assets, Hourly |
| Gary Wrotny | Watson House Investment Management | Bozeman | Not listed | Percentage of assets, Fixed fees |
| Henry Zander | Cladis Investment Advisory | Billings | Not listed | Percentage of assets, Hourly |
| Kamrey Boyer | Tandem Wealth Advisors | Belgrade | Not listed | Percentage of assets, Fixed fees |
| Laurel Farrell | Portfolio Logix | Missoula | Not listed | Percentage of assets, Hourly |
| Luke Anderson | Evergreen Financial Group | Billings | Not listed | Percentage of assets, Hourly |
| Marshall Larsen | Larsen Financial Services | Geraldine | Not listed | Percentage of assets, Hourly |
| Mason Stafford | Stafford Financial | Billings | Not listed | Percentage of assets, Hourly |
| Matthew Platler | Platler Capital Management | Bigfork | Not listed | Percentage of assets, Hourly |
| Max Corder | H R Financial Services | Somers | Not listed | Percentage of assets, Hourly |
| Michael McCormick | Mccormick Financial Advisors | Bozeman | Not listed | Percentage of assets |
| Nicholas Cladis | Cladis Investment Advisory | Billings | Not listed | Percentage of assets, Hourly |
| Parker Lenz | Pinecrest Advisors | Kalispell | Not listed | Percentage of assets |
| Paul Stafford | Stafford Financial | Billings | Not listed | Percentage of assets, Hourly |
| Theodore Heuchling | Portfolio Logix | Missoula | Not listed | Percentage of assets, Hourly |
| Tracy Hawbaker | Cladis Investment Advisory | Billings | Not listed | Percentage of assets, Hourly |
| Tyler Hamilton | Black Swift Group | Missoula | Not listed | 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.