Flat fee financial advisors in Montana
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Montana is $3,450, from 14 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,500-$5,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $3,450 | $2,500-$5,000 | 14 firms |
Flat fee financial advisors in Montana and their published fees
14 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Evergreen Summit Advisors, LLCMissoula | Not published | $250-$500 | Not published |
| Opulence PlanningHelena | Not published | $300-$7,500 | $1,650-$6,750/yr |
| Black Cat WealthBozeman | $435/hr | $495 | Not published |
| Advanced Practice Planning, LLCMissoula | $250/hr | $499-$9,999 | Not published |
| Evergreen Financial GroupBillings | $300/hr | $500-$4,500 | $300-$3,000/qtr |
| Solid Rock Wealth ManagementBozeman | $150/hr | $500-$5,000 | Not published |
| Off the Beaten Path FinancialWilsall | $400/hr | $1,000-$25,000 | Not published |
| Watson House Investment Management, LLCBozeman | Not published | $1,000-$5,000 | Not published |
| Ascent Wealth ManagementKalispell | Not published | $2,500 | Not published |
| Investment Management GroupBillings | Not published | $2,500 | $2,400/yr |
| Lifeproof Financial LLCReed Point | $450/hr | $4,000-$6,000 | $3,600-$36,000/yr |
| Big Sky Wealth Advisors, LLCGreat Falls | $350/hr | $5,000 | Not published |
| East Face LLCBozeman | $250/hr | $5,000-$10,000 | Not published |
| Glacier Investment ManagementKalispell | Not published | $5,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (19)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Capstone Wealth, Billings
- Cladis Investment Advisory LLC, Billings
- H R Financial Services, Inc., Somers
- Northfork Advisors, Bozeman
- Pathfinder Planning and Investments, Missoula
- Aviator Wealth Group, Bozeman
- Bitterroot Capital Advisors LLC, Bozeman
- Clearstone Wealth Management, LLC, Whitefish
- Cocreate Financial, Bozeman
- Entrusted Wealth, Kalispell
- Inukshuk Investments, LLC, Missoula
- JCG Advisory Group, LLC, Bozeman
- Life Planning Advisors LLC, Bigfork
- Main Line Retirement Advisors, LLC, Whitefish
- Moneysense LLC, Missoula
- Springbrook Financial, LLC, Bozeman
- Stafford Financial, LLC, Billings
- Switchbacks Capital Advisory, LLC, Missoula
- Xypn Sapphire, Bozeman