Pathfinder Planning and Investments fees and pricing

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

According to its Form ADV Part 2A brochure dated August 21, 2026, Pathfinder Planning and Investments charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “We charge an hourly fee of $300 for Project-Based Financial Planning.”

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 $300 matches the Montana median of $300. 50% of the 20 other Montana planners 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: 2% a year
Clients: 78
Employees: 2
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $122,347,930
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 159486
Website: pathfinderplanmt.com (opens in new tab)
Phone: (406) 541-3733

Can advise clients in 2 states: Montana, Texas

Is something on this page wrong or out of date?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