PlannerFees

Glacier Investment Management fees and pricing

Financial planner in Kalispell, Montana. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 22, 2026, Glacier Investment Management charges a flat or project fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$5,000
“Our minimum planning fee is currently $5,000.”

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

How Glacier Investment Management bills

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

  • “Each year following the completion of the initial plan, clients will be billed an annual planning fee for the ongoing monitoring, management, and updating of their respective plans.”
  • “Investment Management fees are billed quarterly, in arrears (unless otherwise stated), on a prorata basis.”
  • “Billing Financial Planning Initial Financial Planning fees are billed in advance.”

How Glacier Investment Management’s fees compare

  • 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 Glacier Investment Management

“We offer wealth management and retirement plan advisory services to individuals, families, trusts, estates, businesses, corporations, charitable organizations, and retirement plans (hereinafter referred to as “client” or “clients”) in Montana and other states.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®, CPA, and CFA.
  • Founded: 2014 (12 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • 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% a year
Minimum
$5,000 minimum fee (stated in brochure)
Clients
114
Employees
1
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$45,709,490
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
289129
Website
glacierinvestment.com (opens in new tab)
Phone
(406) 890-7155

Other planners in Kalispell that publish fees

Compare all 4 planners in Kalispell

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.