Hourly financial advisors in Montana and their rates
Hourly advisors only bill for the time they spend on your questions. That works well for a one off review or a single big decision.
The median published hourly rate in Montana is $275, from 20 firms that filed as hourly financial advisors and list a price. The middle half charge $200-$350 an hour. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $275/hr | $200-$350/hr | 20 firms |
Hourly financial advisors in Montana and their published fees
20 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Firetower AdvisorsBelgrade | $50/hr | Not published | Not published |
| Allied Investment Advisors LLCBillings | $75-$200/hr | Not published | Not published |
| Solid Rock Wealth ManagementBozeman | $150/hr | $500-$5,000 | Not published |
| Cladis Investment Advisory LLCBillings | $200/hr | Not published | Not published |
| H R Financial Services, Inc.Somers | $200/hr | Not published | Not published |
| Professional Financial Management, Inc.Bozeman | $200/hr | Not published | Not published |
| Advanced Practice Planning, LLCMissoula | $250/hr | $499-$9,999 | Not published |
| Arkell Asset Management, LLCBozeman | $250/hr | Not published | Not published |
| East Face LLCBozeman | $250/hr | $5,000-$10,000 | Not published |
| Mountain Wealth Management, LLCBozeman | $250-$350/hr | Not published | Not published |
| Stapleton Financial GroupBillings | $250/hr | Not published | Not published |
| Capstone WealthBillings | $300/hr | Not published | $2,500/qtr |
| Evergreen Financial GroupBillings | $300/hr | $500-$4,500 | $300-$3,000/qtr |
| Northfork AdvisorsBozeman | $300/hr | Not published | Not published |
| Pathfinder Planning and InvestmentsMissoula | $300/hr | Not published | Not published |
| Big Sky Wealth Advisors, LLCGreat Falls | $350/hr | $5,000 | Not published |
| Evergreen Wealth Partners LLCKalispell | $350/hr | Not published | Not published |
| Off the Beaten Path FinancialWilsall | $400/hr | $1,000-$25,000 | Not published |
| Lifeproof Financial LLCReed Point | $450/hr | $4,000-$6,000 | $3,600-$36,000/yr |
| High Country StewardshipBozeman | $500/hr | Not published | Not published |
No firms match these filters.
Also filed as hourly financial advisors, without a published price (14)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Ascent Wealth Management, Kalispell
- Clearstone Wealth Management, LLC, Whitefish
- Cocreate Financial, Bozeman
- Eagle Spirit Investments Consulting, Inc., Rollins
- Inukshuk Investments, LLC, Missoula
- JCG Advisory Group, LLC, Bozeman
- Larsen Financial Services, Geraldine
- Main Line Retirement Advisors, LLC, Whitefish
- Moneysense LLC, Missoula
- Platler Capital Management LLC, Bigfork
- Portfolio Logix, LLC, Missoula
- Stafford Financial, LLC, Billings
- Switchbacks Capital Advisory, LLC, Missoula
- Xypn Sapphire, Bozeman