Fee-OnlyFinder

Flat / fixed fees in Bozeman, MT

7 advisers in Bozeman offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 7

Bitterroot 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 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 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 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 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