Fee-OnlyFinder

Advisers in Billings, MT

7 advisers in Billings — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (4)Flat / fixed fees (4)

All advisers

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 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 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 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 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 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 reported
Talking to advisers in Billings? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.