East Face LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$5,000⁠-⁠$10,000

“Fixed fee rates range between $5,000 - $10,000.”

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

How East Face LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are based on the fair market value of the account on the last business day of the calendar quarter, paid quarterly in arrears, and may be negotiable..”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How East Face 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.
• Its flat or project fee of $5,000-$10,000 is above the Montana median of $3,450. 92% of the 13 other Montana planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Bozeman that publish a flat or project fee charge less.

About East Face LLC

• Principal: Peter Obermeyer
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2019 (7 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting
• Charitable giving

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

1.25% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$18,736,999

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337305

Website

eastface.co (opens in new tab)

Phone

(406) 548-1006

Other planners in Bozeman that publish fees

• Arkell Asset Management, LLCBozeman$250/hr
• Black Cat WealthBozeman$435/hr, $495
• 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