Fee-only advisors in Montana

Advisors serving Montana

• Ayla Reyes, CFP

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

  Flat fee Bozeman, Montana Bridgestone Planning virtual
  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 virtual
  9 yrs

Firms headquartered in Montana

• Bridgestone Planning

  Montana-based fee-only RIA focused on founders, equity-compensation planning, and cross-border families. Flat-fee engagements, virtual-first.

  4 advisors

Metros tracked

• Bozeman
• Missoula

Metro-level canonical pages are rolling out as advisor coverage in each metro reaches the publish threshold.

Related structured lists

• Fee-only financial advisors in Montana