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Financial planning in Missoula, MT

3 advisers in Missoula offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 3

Pathfinder 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 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 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 reported