Fee-OnlyFinder

Advisers in Montana

44 advisers in 9 Montana cities, 44 registered with SEC or state.

Financial planning (32)Hourly fees (22)Flat / fixed fees (22)% of assets managed (44)Retirement plan consulting (6)

Cities

Bozeman13 advisersBillings7 advisersMissoula7 advisersWhitefish5 advisersKalispell4 advisersBigfork3 advisersGreat Falls3 advisersEureka1 adviserDeer Lodge1 adviser

All advisers in Montana

Allied Investment Advisors LLC3409 Transtech Way, Suite a · Billings, MT 59102 · (406) 839-2037 · Financial planningCRD 159103 · % of assets, Hourly charges, Subscription fees · $1.5 billion AUMSEC registeredNo commissions reportedArkell Asset Management, LLC676 S. Ferguson Avenue, Suite 3 · Bozeman, MT 59718 · (406) 577-2006 · Financial planningCRD 159418 · % of assets, Hourly charges · $75.0 million AUMState registeredNo commissions reportedAscent Wealth Management1220 Whitefish Stage · Kalispell, MT 59901 · (406) 314-4009 · Financial planningCRD 305915 · % of assets, Hourly charges, Fixed fees · $54.0 million AUMState registeredNo commissions reportedBdl Wealth Management PLLC404 North 31st St, Suite 125 · Billings, MT 59101 · (406) 694-1898 · % of assets managedCRD 330196 · % of assets · $5.6 million AUMState registeredNo commissions reportedBergen Park Capital Management, LLC470 Electric Avenue, Suite 2e · Bigfork, MT 59911 · (954) 980-5626 · % of assets managedCRD 315162 · % of assets, Performance-based fees · $99.3 million AUMSEC registeredNo commissions reportedBig Sky Wealth Advisors, LLC812 14th Street N · Great Falls, MT 59401 · (406) 315-2627 · Financial planningCRD 321272 · % of assets, Hourly charges, Fixed fees · $134.6 million AUMSEC registeredNo commissions reportedBitterroot Capital Advisors LLC118 East Main Street · Bozeman, MT 59715 · (406) 556-8200 · Financial planningCRD 109088 · % of assets, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedBlack Cat Wealth612 W Beall Street, Suite B · Bozeman, MT 59715 · (406) 587-5587 · Financial planningCRD 313381 · % of assets, Fixed fees · $9.6 million AUMState registeredNo commissions reportedCapstone Wealth1731 Poly Drive · Billings, MT 59102 · (406) 325-1500 · Financial planningCRD 130128 · % of assets, Hourly charges, Fixed fees · $354.3 million AUMSEC registeredNo commissions reportedCladis Investment Advisory LLC180 S. 32nd St. West, Suite 1 · Billings, MT 59102 · (406) 259-4939 · Financial planningCRD 153873 · % of assets, Hourly charges, Fixed fees · $242.6 million AUMSEC registeredNo commissions reportedClearstone Wealth Management, LLC132 Wild Rose Lane · Whitefish, MT 59937 · (866) 328-6297 · Financial planningCRD 334088 · % of assets, Hourly charges, Fixed fees · $30.1 million AUMState registeredNo commissions reportedCocreate Financial1805 W Dickerson, Building 2, Suite 3 · Bozeman, MT 59715 · (406) 206-7571 · Financial planningCRD 299648 · % of assets, Hourly charges, Fixed fees · $37.7 million AUMState registeredNo commissions reportedD.a. Davidson & CO.8 Third Street North · Great Falls, MT 59401 · (406) 727-4200 · Financial planningCRD 199 · % of assets, Hourly charges, Fixed fees · $41.8 billion AUMSEC registeredNo commissions reportedDavidson Investment Advisors, INC.8 Third Street North · Great Falls, MT 59401 · (406) 727-6111 · % of assets managedCRD 110552 · % of assets · $5.2 billion AUMSEC registeredNo commissions reportedEdr Investment Advisors, LLC495 Highway 93 North · Eureka, MT 59917 · (406) 249-9150 · Hourly feesCRD 167879 · % of assets, Hourly charges · $4.0 million AUMState registeredNo commissions reportedEntrusted Wealth1001 S. Main St. Ste 600 · Kalispell, MT 59901 · (406) 909-4119 · Financial planningCRD 294185 · % of assets, Fixed fees · $7.5 million AUMState registeredNo commissions reportedEvergreen Wealth Partners LLC104 Westview Park Place, Suite 100 · Kalispell, MT 59901 · (406) 862-4400 · Financial planningCRD 335451 · % of assets, Hourly charges · $405.2 million AUMSEC registeredNo commissions reportedFront Street Capital Management, INC.218 East Front Street, Suite 205 · Missoula, MT 59802 · (406) 541-0130 · Hourly feesCRD 141974 · % of assets, Hourly charges, Fixed fees · $862.0 million AUMSEC registeredNo commissions reportedGlacier Investment Management509 1st Ave W · Kalispell, MT 59901 · (406) 890-7155 · Financial planningCRD 289129 · % of assets, Fixed fees · $45.7 million AUMState registeredNo commissions reportedGlacierwealth643 Denver St, Ste 100 · Whitefish, MT 59937 · (800) 416-1063 · Flat / fixed feesCRD 116372 · % of assets, Fixed fees · $41.5 million AUMState registeredNo commissions reportedGroup W Investment Management LLC15 S. Tracy Ave., #4 · Bozeman, MT 59715 · (406) 994-9321 · % of assets managedCRD 125215 · % of assets · $20.9 million AUMState registeredNo commissions reportedInvestment Management Group2700 King Ave. W · Billings, MT 59102 · (406) 655-3960 · Financial planningCRD 122166 · % of assets, Fixed fees, Other · $5.2 billion AUMSEC registeredNo commissions reportedJames C Wangerin, Cpa/pfs413 Main Street · Deer Lodge, MT 59722 · (406) 846-1862 · % of assets managedCRD 284491 · % of assets · $5.2 million AUMState registeredNo commissions reportedJcg Advisory Group, LLC161 W Haley Springs Road, Suite 104 · Bozeman, MT 59718 · (855) 452-4552 · Financial planningCRD 283746 · % of assets, Hourly charges, Fixed fees · $33.7 million AUMState registeredNo commissions reportedLife Planning Advisors LLC62 Bay Harbor Drive, #2826 · Bigfork, MT 59911 · (760) 918-0304 · Financial planningCRD 151292 · % of assets, Fixed fees, Other · $169.2 million AUMSEC registeredNo commissions reportedMain Line Retirement Advisors, LLC2 O'Brien Ave · Whitefish, MT 59937 · (800) 480-8681 · Financial planningCRD 284780 · % of assets, Hourly charges, Fixed fees · $448.6 million AUMSEC registeredNo commissions reportedMonteith Wealth105 E.oak St., Suite 1a · Bozeman, MT 59715 · (406) 613-7575 · Financial planningCRD 308179 · % of assets · $73.7 million AUMState registeredNo commissions reportedMountain Wealth Management, LLC113 East Oak St, Suite 4a · Bozeman, MT 59715 · (406) 223-4311 · Financial planningCRD 309244 · % of assets, Hourly charges · $43.0 million AUMState registeredNo commissions reportedNorthfork Advisors201 South Wallace Avenue, Suite B3f · Bozeman, MT 59715 · (406) 579-0334 · Financial planningCRD 159781 · % of assets, Hourly charges, Fixed fees · $107.6 million AUMState registeredNo commissions reportedOptima Capital Management404 N. 31st Street, Suite 112 · Billings, MT 59101 · (406) 208-0208 · % of assets managedCRD 132775 · % of assets, Other · $36.8 million AUMState registeredNo commissions reportedPathfinder Planning and Investments27 Fort Missoula Rd., Suite 1 · Missoula, MT 59804 · (406) 541-3733 · Financial planningCRD 159486 · % of assets, Hourly charges, Fixed fees · $122.3 million AUMSEC registeredNo commissions reportedPiedmont Capital Management, LLC6442 Highway 93 South · Whitefish, MT 59937 · (406) 862-9400 · Financial planningCRD 165775 · % of assets · $231.8 million AUMSEC registeredNo commissions reportedPortfolio Logix, LLC415 N. Higgins Ave · Missoula, MT 59802 · (406) 552-4507 · Financial planningCRD 305082 · % of assets, Hourly charges · $39.5 million AUMState registeredNo commissions reportedProfessional Financial Management, INC.2066 Stadium Dr, Ste 101 · Bozeman, MT 59718 · (406) 587-1604 · Financial planningCRD 118117 · % of assets, Hourly charges · $304.1 million AUMSEC registeredNo commissions reportedS.g. Long & Company283 W. Front Street, Suite 302 · Missoula, MT 59802 · (406) 721-0999 · Financial planningCRD 47511 · % of assets · $33.1 million AUMState registeredNo commissions reportedSapphire Financial Strategies, L.L.C.2801 South Russell St. #7 · Missoula, MT 59801 · (406) 728-4740 · % of assets managedCRD 296926 · % of assets · $17.8 million AUMState registeredNo commissions reportedSgl Investment Advisors, INC.283 W. Front Street Suite 302 · Missoula, MT 59802 · (406) 721-0999 · % of assets managedCRD 145167 · % of assets · $440.3 million AUMSEC registeredNo commissions reportedSolid Rock Wealth Management2020 Charlotte Street · Bozeman, MT 59718 · (406) 582-1264 · Financial planningCRD 170264 · % of assets, Hourly charges, Fixed fees · $49.1 million AUMState registeredNo commissions reportedSpringhill Wealth Management3731 Equestrian Lane, Suite 103 · Bozeman, MT 59718 · (406) 750-3515 · Financial planningCRD 342137 · % of assets · $82.0 million AUMSEC registeredNo commissions reportedStack Financial Management INC625 Wisconsin Avenue · Whitefish, MT 59937 · (406) 862-8000 · Financial planningCRD 106785 · % of assets · $2.0 billion AUMSEC registeredNo commissions reportedStapleton Financial Group1511 14th Street West · Billings, MT 59102 · (406) 655-3800 · Financial planningCRD 284716 · % of assets, Hourly charges · $15.8 million AUMState registeredNo commissions reportedWildrye Financial836 Holt Drive, Ste 310 · Bigfork, MT 59911 · (406) 207-5610 · Financial planningCRD 317148 · % of assets · $90.5 million AUMState registeredNo commissions reportedWillow Creek Capital Management, INC.432 W Spruce St., Ste 102 · Missoula, MT 59802 · (406) 830-3286 · % of assets managedCRD 333911 · % of assets · $280.0 million AUMSEC registeredNo commissions reportedXypn Sapphire24 E. Main Street · Bozeman, MT 59715 · (360) 301-7579 · Financial planningCRD 285967 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reported