Big Sky Wealth Advisors, LLC fees and pricing
Financial planner in Great Falls, Montana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 5, 2026, Big Sky Wealth Advisors, LLC charges $350 an hour and a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Josh Horton: $350/hour (increased annually by $25 and may increase with additional credentials)”
- Flat or project fee
- $5,000
“Initial plan fee: $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Big Sky Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual fee is prorated and charged quarterly in arrears based on the average daily balance of the account.”
- “Accounts initiated or terminated during a calendar quarterly will generally be charged a prorated fee based on the days the Client account was open during that quarter.”
- “Planning fees are billed as fixed project fees or hourly, based on the complexity of the services provided and the level of advisor expertise.”
How Big Sky Wealth Advisors, LLC’s fees compare
- Its hourly rate of $350 is above the Montana median of $300. 75% of the 20 other Montana planners that publish an hourly rate charge less.
- Its flat or project fee of $5,000 is above the Montana median of $3,450. 62% of the 13 other Montana planners that publish a flat or project fee charge less.
About Big Sky Wealth Advisors, LLC
“Our Firm offers a variety of advisory services, which include discretionary investment management, financial planning, and retirement services.”
- Principal: Joshua Horton
- Firm size: 2 employees.
- Founded: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Minimum
- $50,000 in assets (stated in brochure)
- Clients
- 201
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $134,642,094
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321272
- Phone
- (406) 315-2627
Can advise clients in 5 states: California, Montana, Texas, Washington, Wisconsin
Other planners in Montana that publish fees
- Advanced Practice Planning, LLCMissoula$250/hr, $499-$9,999
- Allied Investment Advisors LLCBillings$75-$200/hr
- Arkell Asset Management, LLCBozeman$250/hr
- Ascent Wealth ManagementKalispell$2,500
- Black Cat WealthBozeman$435/hr, $495
- Capstone WealthBillings$300/hr, $2,500/qtr
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.