Mountain Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$350/hr

“The negotiated hourly fee for these services is between $250 and $350.”

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

How Mountain Wealth Management, LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of MW's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of MW’s fees, within five business days of signing the Financial Planning Agreement.”

How Mountain Wealth Management, LLC’s fees compare

• Its hourly rate of $250-$350 spans the Montana median of $300. 50% of the 20 other Montana planners that publish an hourly rate charge less.
• 4 of the 7 other planners in Bozeman that publish an hourly rate charge less.

About Mountain Wealth Management, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

28

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$43,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309244

Website

mountain-wealth.com (opens in new tab)

Phone

(406) 223-4311

Other planners in Bozeman that publish fees

• Arkell Asset Management, LLCBozeman$250/hr
• Black Cat WealthBozeman$435/hr, $495
• East Face LLCBozeman$250/hr, $5,000⁠-⁠$10,000
• High Country StewardshipBozeman$500/hr
• Northfork AdvisorsBozeman$300/hr
• Professional Financial Management, Inc.Bozeman$200/hr

Compare all 15 planners in Bozeman