Black Cat Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$435/hr

“In limited circumstances, BCW may provide financial planning services subject to a separate fee, which are billed in arrears at an hourly rate of $435.”

Flat or project fee

$495

“The flat fee for this consultation is $495, payable in advance of the meeting.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Black Cat Wealth bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are calculated and billed quarterly in arrears, based on the market value of assets managed by BCW during the applicable billing period.”
• “These services are generally provided as part of the ongoing advisory relationship and do not involve a separate fee unless otherwise agreed in advance.”
• “The scope and nature of any such services are agreed upon in advance.”

How Black Cat Wealth’s fees compare

• Its hourly rate of $435 is above the Montana median of $300. 90% of the 20 other Montana planners that publish an hourly rate charge less.
• 6 of the 7 other planners in Bozeman that publish an hourly rate charge less.
• Its flat or project fee of $495 is below the Montana median of $3,450. 8% of the 13 other Montana planners that publish a flat or project fee charge less.
• None of the 3 other planners in Bozeman that publish a flat or project fee charge less.

About Black Cat Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

12

Employees

1

Works with

Individuals and other

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$9,588,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313381

Phone

(406) 587-5587

Other planners in Bozeman that publish fees

• Arkell Asset Management, LLCBozeman$250/hr
• 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

Compare all 15 planners in Bozeman