PlannerFees

Professional Financial Management, Inc. fees and pricing

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

According to its Form ADV Part 2A brochure dated March 15, 2026, Professional Financial Management, Inc. charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“After a thorough discussion with the client and prior to beginning work on the project, we will provide an oral not-to-exceed fee estimate, based on the current hourly rate of $200.00 per hour.”

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

How Professional Financial Management, Inc. bills

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

  • “We charge an annual fee (assessed and paid quarterly in arrears) for our investment advisory services.”
  • “Clients may pay the investment advisory fees by check or consent to having the fee deducted directly from a designated account(s).”
  • “Although the fee is not negotiable, Professional Financial Management may, in its sole discretion, waive this fee.”

How Professional Financial Management, Inc.’s fees compare

  • Its hourly rate of $200 is below the Montana median of $300. 15% of the 20 other Montana planners that publish an hourly rate charge less.
  • 1 of the 7 other planners in Bozeman that publish an hourly rate charge less.

About Professional Financial Management, Inc.

“Frey, CFP® to provide qualified and truly objective financial planning and investment advice. We serve individuals, trusts, business owners, charitable foundations, corporations and other businesses, and sponsors of qualified retirement plans.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Founded: 1991 (35 years).

Planning areas mentioned in the brochure

  • Business owners

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
Minimum
$2,000 minimum fee (stated in brochure)
Clients
163
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$304,096,440
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
118117
Website
linkedin.com/company/professional-financial-management-inc (opens in new tab)
Phone
(406) 587-1604

Can advise clients in 6 states: Alaska, California, Louisiana, Montana, Texas, Washington

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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.