ASCENT WEALTH MANAGEMENT
Kalispell, MT
AUM
$54.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
406-314-4009
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MT
42 advisers found
SOLID ROCK WEALTH MANAGEMENT
Bozeman, MT
AUM
$49.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
406-582-1264
GLACIER INVESTMENT MANAGEMENT
Kalispell, MT
AUM
$45.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
406-890-7155
MOUNTAIN WEALTH MANAGEMENT, LLC
Bozeman, MT
AUM
$43.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
406-223-4311
GLACIERWEALTH
Whitefish, MT
AUM
$41.5M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
800-416-1063
COCREATE FINANCIAL
Bozeman, MT
AUM
$37.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
406-206-7571
OPTIMA CAPITAL MANAGEMENT
Billings, MT
AUM
$36.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; ESTIMATED FLAT PROJECT FEE STRATEGIC BUSINESS ADVISORY SERVICES
406-208-0208
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
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
GROUP W INVESTMENT MANAGEMENT LLC
Bozeman, MT
AUM
$20.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
406-994-9321
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
BDL WEALTH MANAGEMENT PLLC
Billings, MT
AUM
$5.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
406-694-1898
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
SAPPHIRE FINANCIAL STRATEGIES, L.L.C.
Missoula, MT
AUM
$17.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
406-728-4740
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
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