Lifeproof Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“Fees for this service may be paid by electronic funds transfer, check, debit card or credit card. 4.​ Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at a rate of $450 per hour.”

Flat or project fee

$4,000⁠-⁠$6,000

“Since fees are paid in arrears, no refund will be needed upon termination of the account. 3.​ One-Time Financial Plan Creation The fee for the creation of a financial plan is typically $4,000 to $6,000 for a married couple and $3,000 to $5,000 for an individual.”

Annual fee

$3,600⁠-⁠$36,000/yr

“The fee range is flat, ranging from $3,600 to $36,000 annually.”

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

How Lifeproof Financial LLC bills

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

• “The management fee is billed and computed quarterly in advance based on the total value of the Account at the beginning of each quarterly computation period.”
• “If additions or withdrawals are made to or from an Account during a given quarter, management fees on the incremental additions or withdrawals are not prorated and no refund or additional management fee is due.”
• “However, upon termination of an Account, Management will refund prepaid management fees from the date of termination.”

How Lifeproof Financial LLC’s fees compare

• Its hourly rate of $450 is above the Montana median of $300. 95% of the 20 other Montana planners that publish an hourly rate charge less.
• Its flat or project fee of $4,000-$6,000 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 Lifeproof Financial LLC

• Principal: Brian Croston
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

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

0.33% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325322

Website

lifeprooffinancial.com (opens in new tab)

Phone

(406) 321-1783

Other planners in Montana that publish fees

• Advanced Practice Planning, LLCMissoula$250/hr, $499⁠-⁠$9,999
• Allied Investment Advisors LLCBillings$75⁠-⁠$200/hr
• Arkell Asset Management, LLCBozeman$250/hr
• Ascent Wealth ManagementKalispell$2,500
• Big Sky Wealth Advisors, LLCGreat Falls$350/hr, $5,000
• Black Cat WealthBozeman$435/hr, $495

Compare all 45 planners in Montana