What Do Financial Advisors Cost in Montana?
2026 data · 28 firms · 106 advisors · SEC Form ADV filings01
Market Overview
Total Advisors106
In Montana
Total Firms28
Registered firms
Comp. Types Reported6
Distinct compensation types
02
Compensation Type Breakdown
How firms in Montana charge for their services, based on Form ADV disclosures.
Percentage of AUM27 firms · 49%
Subscription fees13 firms · 24%
Hourly charges12 firms · 22%
Other: NEGOTIATED FEE BASED UPON SCOPE AND SIZE OF PROJECT1 firms · 2%
Other: % OF PLAN ASSETS UNDER ADVISEMENT1 firms · 2%
03
Montana vs. National
Montana Advisors106
28 firms
National Total48,844
18,152 firms
Find an Advisor in Montana
Browse 106 registered financial advisors across Montana.