High Country Stewardship fees and pricing

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

According to its Form ADV Part 2A brochure dated September 23, 2026, High Country Stewardship charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

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.”
“The fee is based on a percentage of assets under management and is negotiable.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

Its hourly rate of $500 is above the Montana median of $300. 100% of the 20 other Montana planners that publish an hourly rate charge less.
7 of the 7 other planners in Bozeman that publish an hourly rate charge less.

Principal: Timothy Wheeler
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

How the firm is paid: Hourly 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, portfolio management for individuals and small businesses, and pension consulting
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 344104
Phone: (406) 920-1435

Can advise clients in 2 states: California, Montana

Is something on this page wrong or out of date?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