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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
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

Firms headquartered in Montana (36)

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