Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65, Series 66
Experience Industry experience
20 years
Location
Hamilton, MT
Focus Partners Wealth, LLC
Enterprise
Clients per advisor
59 TypicalAvg AUM per client
$2,557,933 Very HighHNW client ratio
49% Very HighJanet Acheatel is a CFP® certificant with 20 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, HoyleCohen, LLC, Raymond James Financial, Brandes Investment Partners, LP, and Nicholas-Applegate Capital Management LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating a variety of portfolio management tools and legacy strategies.
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Financial counseling, divorce planning, aging life care planning, practice integrated wealth management (generally $150-$825/month), family budget services ($3,000 to $6,000 fixed monthly fees), business solutions ($5,000 to $50,000 fixed fees), aging life care planning ($1,500 upfront plus $250/hour for additional meetings)
$0 - $25,000,000: Up to 1.25%, negotiable and based on client factors $25,000,000+: Negotiable and varying based on client relationship and assets
Financial counseling (sometimes), family office services ($95 to $275/hour), business management ($80 to $375/hour), dispute resolution services ($250 to $300/hour)
Performance-based fees charged for certain Private Funds and private accounts; e.g., carried interest on private equity funds, 10%-15% of distributions after hurdle for TCP fund.
Subscription fee for The Prudent Speculator newsletter: $33/month, $325-$375/year, or $595-$695/2 years.
Account minimum: $5,000 Minimum fee: Typically subject to a minimum fee of $5,000 Fee-only: Financial counseling fees generally annual/fixed billed quarterly; family office fees quarterly or hourly rates $95-$275/hr; family budget fees fixed monthly fees $3,000-$6,000 or higher; business management hourly rates $80-$375; dispute resolution hourly rates $250-$300; tax compliance fees variable.
Hamilton, MT
Hamilton MT
Advisors at this office
1
California · Montana
20 years of industry experience
The Colony Group, LLC
2024 - Present • 2 years
Boston, MA
HoyleCohen, LLC
2013 - 2024 • 11 years
San Diego, CA
Raymond James Financial
2010 - 2010 • 1 year
Coronado, CA
Brandes Investment Partners, LP
2003 - 2008 • 5 years
San Diego, CA
Nicholas-Applegate Capital Management LLC
1999 - 2002 • 3 years
San Diego, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
CFP®, Series 66
Hamilton, MT
D.A. Davidson & Co.
John Passuccio is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 22 years of industry experience. He has been with D.A. Davidson & Co. since 2004. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards.
CFP®, Series 63, Series 65
Hamilton, MT
D.A. Davidson & Co.
James Moerkerke is a CFP® professional with 45 years of experience at D.A. Davidson & Co., where he has worked since 1981. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Moerkerke serves as chairman and trustee of the Stevensville Rural Fire District and manages a light industrial rental and RV storage business as a managing partner. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of advisory solutions, including ERISA plan services, comprehensive financial planning, and a private wealth program for clients with significant assets, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.
CFP®, Series 66
Hamilton, MT
D.A. Davidson & Co.
Trevor Morton is a CFP®-certified financial advisor with D.A. Davidson & Co. in Hamilton, Montana, bringing five years of industry experience. Prior to joining D.A. Davidson in 2021, he worked eight years at Hess Corporation. Outside of his advisory role, he is involved in buying, selling, and collecting sports trading memorabilia as a sole proprietor. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and using both qualitative and quantitative analysis.
Series 63, Series 65
Hamilton, MT
D.A. Davidson & Co.
Francesco Dangelo is a financial advisor with D.A. Davidson & Co. in Hamilton, MT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with D.A. Davidson since 1995. Outside of his advisory role, he serves as a director for The Roxy Theater, a nonprofit in Missoula, MT, and is a finance committee member for the Bear Harbor Homeowners Association in Polson, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.
Series 63, Series 65
Hamilton, MT
D.A. Davidson & Co.
Carrie Long is a financial advisor with D.A. Davidson & Co. in Hamilton, MT, holding Series 63 and Series 65 licenses and with 14 years of industry experience. She has been with D.A. Davidson & Co. since 2008. Outside of her advisory work, she serves as a notary public for the state of Montana. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.
Series 63, Series 65
Hamilton, MT
Edward Jones
Willa Lande is a financial advisor at Edward Jones in Hamilton, MT, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.
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