Financial advisors
Fee-only financial advisors in Montana
39 fee-only investment advisers in Montana serve individuals, across 9 cities. 28 offer hourly or flat-fee arrangements and 15 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.
Cities with three or more fee-only advisers
Fee-only advisers in Montana serving the most individuals
- Front Street Capital Management, Inc. Missoula · 1,185 individual clients
- Allied Investment Advisors LLC Billings · 953 individual clients
- Stack Financial Management Inc Whitefish · 779 individual clients
- Xypn Sapphire Bozeman · 721 individual clients
- Evergreen Wealth Partners LLC Kalispell · 708 individual clients
- Piedmont Capital Management, LLC Whitefish · 464 individual clients
- Willow Creek Capital Management, Inc. Missoula · 397 individual clients
- Professional Financial Management, Inc. Bozeman · 163 individual clients
- Main Line Retirement Advisors, LLC Whitefish · 158 individual clients
- Northfork Advisors Bozeman · 152 individual clients
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Other Montana cities
Big Sky
Geraldine
Lakeside
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.