Fee-OnlyFinder

Advisers in Whitefish, MT

5 advisers in Whitefish — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (3)

All advisers

Clearstone Wealth Management, LLC132 Wild Rose Lane · Whitefish, MT 59937 · (866) 328-6297 · Financial planningCRD 334088 · % of assets, Hourly charges, Fixed fees · $30.1 million AUMState registeredNo commissions reportedGlacierwealth643 Denver St, Ste 100 · Whitefish, MT 59937 · (800) 416-1063 · Flat / fixed feesCRD 116372 · % of assets, Fixed fees · $41.5 million AUMState registeredNo commissions reportedMain Line Retirement Advisors, LLC2 O'Brien Ave · Whitefish, MT 59937 · (800) 480-8681 · Financial planningCRD 284780 · % of assets, Hourly charges, Fixed fees · $448.6 million AUMSEC registeredNo commissions reportedPiedmont Capital Management, LLC6442 Highway 93 South · Whitefish, MT 59937 · (406) 862-9400 · Financial planningCRD 165775 · % of assets · $231.8 million AUMSEC registeredNo commissions reportedStack Financial Management INC625 Wisconsin Avenue · Whitefish, MT 59937 · (406) 862-8000 · Financial planningCRD 106785 · % of assets · $2.0 billion AUMSEC registeredNo commissions reported
Talking to advisers in Whitefish? 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.