Watson House Investment Management, LLC fees and pricing
Financial planner in Bozeman, Montana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Watson House Investment Management, LLC charges a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“In consideration for providing financial planning services and pursuant to the Financial Planning Agreement with the client, Watson House charges a fixed fee ranging from of $1,000 to $5,000 for our financial planning and consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Watson House Investment Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees will be supported by an invoice to the client itemizing the fee.”
- “Fees are billed upon the completion of the financial plan.”
- “Our Financial Planning Fee is invoiced to the Client and due to Advisor, within thirty (30) days of the invoice date.”
How Watson House Investment Management, LLC’s fees compare
- Its flat or project fee of $1,000-$5,000 spans the Montana median of $3,450. 46% of the 13 other Montana planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Bozeman that publish a flat or project fee charge less.
About Watson House Investment Management, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 14
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $20,044,787
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300512
- Phone
- (503) 962-9410
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
- Mountain Wealth Management, LLCBozeman$250-$350/hr
- Northfork AdvisorsBozeman$300/hr
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.