Fee-OnlyFinder

Advisers in Kalispell, MT

4 advisers in Kalispell — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (3)

All advisers

Ascent 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 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 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 reported
Talking to advisers in Kalispell? 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.