PlannerFees

Investment Management Group fees and pricing

Financial planner in Billings, Montana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 20, 2026, Investment Management Group charges a flat or project fee of $2,500 and an annual fee of $2,400 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$2,500
“Our financial planning fees are billed and charged on a fixed fee basis, typically $2,500.”
Annual fee
$2,400/yr
“This fee is approximately $2,400 per year but can vary depending on the specific circumstances of each client.”

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

How Investment Management Group bills

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

  • “The amount of the fee will be billed in advance on the first day of each calendar quarter based upon the account market value at the end of the preceding quarter.”
  • “Although new accounts are subject to fees charged in advance, there are some legacy accounts in which fees are charged in arrears.”
  • “An invoice for fees owed will be sent to the client within 10 days of receiving the signed Engagement Letter.”

How Investment Management Group’s fees compare

  • Its flat or project fee of $2,500 is below the Montana median of $3,450. 15% of the 13 other Montana planners that publish a flat or project fee charge less.

About Investment Management Group

“Stockman Wealth Management does business as Investment Management Group and provides advisory services to financial institutions and one municipality (often referred to as our “bank clients”).”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 30 employees.
  • Registered as an adviser: 2002 (24 years).

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Minimum
$250,000 in assets (stated in brochure)
Clients
1,339
Employees
30
Works with
Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, state and local governments, insurance companies, businesses, and other
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
Assets managed
$5,235,996,694
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
122166
Website
linkedin.com/company/stockman-wealth-management (opens in new tab)
Phone
(406) 655-3960

Can advise clients in 16 states: Arizona, California, Florida, Idaho, Minnesota, Montana, North Dakota, New Hampshire, Nevada, New York, Oregon, South Dakota, Texas, Washington, Wisconsin, Wyoming

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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.