Northfork Advisors fees and pricing

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

According to its Form ADV Part 2A brochure dated March 26, 2026, Northfork Advisors charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Fees for these services are charged as a flat fee or on an hourly basis at a rate of $300 per hour.”

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

“The fee for our Financial Advisory Services is paid quarterly, in advance, and is drawn directly from client account(s).”
“NorthFork Advisors Form ADV Part 2A Disclosure Brochure 5 NorthFork will issue a refund of fees paid in advance, but not yet earned, based upon the number of days left in the quarter from termination date.”
“NorthFork will issue a refund of fees paid in advance, but not yet earned, based upon the number of days left in the quarter from termination date.”

Its hourly rate of $300 matches 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.

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: 152
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: $107,594,417
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 159781
Website: northforkadvisors.com (opens in new tab)
Phone: (406) 579-0334

Is something on this page wrong or out of date?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