Fee-only financial advisors in Montana

2 matching advisors

• Ayla Reyes, CFP

  Flat-fee planning for founders and tech employees with concentrated equity and crypto positions.

  Flat fee Bozeman, Montana Bridgestone Planning
  11 yrs

• Ben Whitfield, CFP

  Cross-border planning for Canadians working in the US, with a focus on equity comp and tax coordination.

  Flat fee Bozeman, Montana Bridgestone Planning
  9 yrs

About this list

This page is generated from a stored query recipe (slug fee-only-advisors-in-montana). Inclusion is structural: any advisor whose canonical record matches the recipe's filters appears automatically. Ordering reflects the default ranking strategy. Refresh cadence: weekly.

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