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Advisers in Bozeman, MT

13 advisers in Bozeman — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (12)Hourly fees (8)Flat / fixed fees (7)

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Arkell 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 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 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 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 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 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 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 reported
Solid 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 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
Talking to advisers in Bozeman? 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.