Fee-only adviser · Bozeman, MT
Springhill Wealth Management
Springhill Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bozeman, Montana. On its latest Form ADV, filed September 8, 2026, it reports $82M in regulatory assets under management, 71 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 342137 · SEC file 801-136241 |
| Office | 3731 Equestrian Lane Suite 103 Bozeman, MT 59718 |
| Phone | (406) 750-3515 |
| Website | www.springhillwealth.com |
| Regulatory assets under management | $82M ($82M discretionary) |
| Individual clients | 47 non-high-net-worth, 24 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 8, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bozeman
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- Professional Financial Management, Inc. $304M
- Northfork Advisors $108M
- Cocreate Financial $38M
- Monteith Wealth $74M
- Arkell Asset Management, LLC $75M
See all 13 fee-only advisers in Bozeman →
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