S.G. LONG & COMPANY
Missoula, MT
AUM
$35.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
0
Fees
Percentage of AUM
406-721-0999
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MT
38 advisers found
JCG ADVISORY GROUP, LLC
Bozeman, MT
AUM
$33.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(855) 452-4552
CLEARSTONE WEALTH MANAGEMENT, LLC
Whitefish, MT
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
866-328-6297
BLACKMORE FINANCIAL SOLUTIONS
Bozeman, MT
AUM
$25.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
4065772277
ENTRUSTED WEALTH
Kalispell, MT
AUM
$7.5M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
406-909-4119
LUCENT FINANCIAL
Bozeman, MT
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
406-750-3515
MONEYSENSE LLC
Missoula, MT
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
406-868-5904
NETWORK CAPITAL
Kalispell, MT
AUM
—
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(406) 416-4620
SWITCHBACKS CAPITAL ADVISORY, LLC
Missoula, MT
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
406-698-0105
TTG FINANCIAL SERVICES, INC.
Billings, MT
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 employees
Clients
0
Fees
Hourly charges; Fixed fees
406-256-6112
PORTFOLIO LOGIX, LLC
Missoula, MT
AUM
$39.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
406-552-4507
Full profileNo website
STAPLETON FINANCIAL GROUP
Billings, MT
AUM
$15.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
406-655-3800
Full profileNo website
BLACK CAT WEALTH
Bozeman, MT
AUM
$9.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
406-587-5587
Full profileNo website
PATHFINDER PLANNING AND INVESTMENTS
Missoula, MT
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
406-541-3733
Full profileNo website
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