What Do Financial Advisors Cost in Montana?
2026 data · 34 firms · 147 advisors · SEC Form ADV filings01
Market Overview
Total Advisors147
In Montana
Total Firms34
Registered firms
Comp. Types Reported7
Distinct compensation types
02
Compensation Type Breakdown
How firms in Montana charge for their services, based on Form ADV disclosures.
Percentage of AUM31 firms · 48%
Subscription fees15 firms · 23%
Hourly charges14 firms · 22%
Performance-based fees1 firms · 2%
Other: % OF PLAN ASSETS UNDER ADVISEMENT1 firms · 2%
Other: NEGOTIATED FEE BASED UPON SCOPE AND SIZE OF PROJECT1 firms · 2%
03
Montana vs. National
Montana Advisors147
34 firms
National Total111,316
27,221 firms
Find an Advisor in Montana
Browse 147 registered financial advisors across Montana.