H R Financial Services, Inc. fees and pricing

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

According to its Form ADV Part 2A brochure dated March 30, 2026, H R Financial Services, Inc. charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “The fee for our Financial Planning services is $200 per hour; however, it may be negotiated higher (or lower) in certain cases based on the level of complexity and expected time the project may take to complete.”

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

“Our fees are payable quarterly in arrears, meaning after services have been rendered.”
“Half of the estimated fee is due at commencement of work with the remainder due at completion, however we will not bill an amount above $500 more than 6 months in advance.”

Its hourly rate of $200 is below the Montana median of $300. 15% of the 20 other Montana planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 1993 (33 years).

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% a year
Clients: 13
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: $15,760,027
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 116733
Phone: (406) 393-2163

Is something on this page wrong or out of date?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.