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Wellspent public graph/Locations/United States/Montana
United States

Fee-only advisors in Montana

Small but growing fee-only community, strong virtual-serve presence.

By the numbers

The Wellspent public graph lists 69 fee-only financial advisors serving 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

Advisors serving Montana (69)

Fee-only advisors serving Montana: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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

Firms headquartered in Montana (36)

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