Arkell Asset Management, LLC fees and pricing
Financial planner in Bozeman, Montana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 15, 2026, Arkell Asset Management, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The fee for hourly financial consulting, portfolio analysis, account reviews, or a financial plan is $250.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Arkell Asset Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment of Fees Assets Under Management (AUM) Services AUM fees are billed quarterly, in arrears, meaning clients are invoiced after the three-month billing period has occurred.”
- “Fees are prorated for accounts opened during the quarter.”
- “Alternatively, rather than directly deducting fees from client accounts, Arkell may directly invoice clients per client request.”
How Arkell Asset Management, LLC’s fees compare
- Its hourly rate of $250 is below the Montana median of $300. 30% of the 20 other Montana planners that publish an hourly rate charge less.
- 2 of the 7 other planners in Bozeman that publish an hourly rate charge less.
About Arkell Asset Management, LLC
“Arkell Asset Management, LLC (Arkell) provides personalized, confidential, financial planning and investment management to individuals, high net worth individuals, small businesses, retirement plans, or others at its sole discretion.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 71
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $75,025,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159418
- Phone
- (406) 577-2006
Other planners in Bozeman that publish fees
- Black Cat WealthBozeman$435/hr, $495
- East Face LLCBozeman$250/hr, $5,000-$10,000
- High Country StewardshipBozeman$500/hr
- Mountain Wealth Management, LLCBozeman$250-$350/hr
- Northfork AdvisorsBozeman$300/hr
- Professional Financial Management, Inc.Bozeman$200/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.