Fee-only financial advisors in Montana who charge hourly or a flat fee
45 fee-only advisers in Montana offer financial planning for an hourly, fixed or subscription fee. 27 of them state their prices in dollars in their filed brochure, and we quote those prices below.
In Montana, the median published hourly rate is $300 (21 firms; middle half $200–$350), and the median flat or project fee is $3,450 (14 firms), as of October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $200–$350/hr | 21 firms |
| Flat or project fee | $3,450 | $2,500–$5,000 | 14 firms |
| Annual retainer | $4,200/yr | $2,400–$19,800/yr | 3 firms |
Fee-only advisors in Montana and their published fees
27 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Advanced Practice Planning, LLCMissoula | $250/hr | $499–$9,999 | Not published |
| Allied Investment Advisors LLCBillings | $75–$200/hr | Not published | Not published |
| Arkell Asset Management, LLCBozeman | $250/hr | Not published | Not published |
| Ascent Wealth ManagementKalispell | Not published | $2,500 | Not published |
| Big Sky Wealth Advisors, LLCGreat Falls | $350/hr | $5,000 | Not published |
| Black Cat WealthBozeman | $435/hr | $495 | Not published |
| Capstone WealthBillings | $300/hr | Not published | $2,500/qtr |
| Cladis Investment Advisory LLCBillings | $200/hr | Not published | Not published |
| East Face LLCBozeman | $250/hr | $5,000–$10,000 | Not published |
| Evergreen Financial GroupBillings | $300/hr | $500–$4,500 | $300–$3,000/qtr |
| Evergreen Summit Advisors, LLCMissoula | Not published | $250–$500 | Not published |
| Evergreen Wealth Partners LLCKalispell | $350/hr | Not published | Not published |
| Firetower AdvisorsBelgrade | $50/hr | Not published | Not published |
| Glacier Investment ManagementKalispell | Not published | $5,000 | Not published |
| H R Financial Services, Inc.Somers | $200/hr | Not published | Not published |
| High Country StewardshipBozeman | $500/hr | Not published | 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 |
| Mountain Wealth Management, LLCBozeman | $250–$350/hr | Not published | Not published |
| Northfork AdvisorsBozeman | $300/hr | Not published | Not published |
| Off the Beaten Path FinancialWilsall | $400/hr | $1,000–$25,000 | Not published |
| Opulence PlanningHelena | Not published | $300–$7,500 | $1,650–$6,750/yr |
| Pathfinder Planning and InvestmentsMissoula | $300/hr | Not published | Not published |
| Professional Financial Management, Inc.Bozeman | $200/hr | Not published | Not published |
| Solid Rock Wealth ManagementBozeman | $150/hr | $500–$5,000 | Not published |
| Stapleton Financial GroupBillings | $250/hr | Not published | Not published |
| Watson House Investment Management, LLCBozeman | Not published | $1,000–$5,000 | Not published |
No firms match these filters.
Other registered firms that do not publish dollar fees (18)
Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.
- Aviator Wealth Group, Bozeman
- Bitterroot Capital Advisors LLC, Bozeman
- Clearstone Wealth Management, LLC, Whitefish
- Cocreate Financial, Bozeman
- Eagle Spirit Investments Consulting, Inc., Rollins
- Entrusted Wealth, Kalispell
- Inukshuk Investments, LLC, Missoula
- JCG Advisory Group, LLC, Bozeman
- Larsen Financial Services, Geraldine
- Life Planning Advisors LLC, Bigfork
- Main Line Retirement Advisors, LLC, Whitefish
- Moneysense LLC, Missoula
- Platler Capital Management LLC, Bigfork
- Portfolio Logix, LLC, Missoula
- Springbrook Financial, LLC, Bozeman
- Stafford Financial, LLC, Billings
- Switchbacks Capital Advisory, LLC, Missoula
- Xypn Sapphire, Bozeman