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® professional with 20 years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and HoyleCohen, LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers and alternative strategies.
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Aging Life Care Planning $1,500 plus $250 per hour for additional meetings; Practice Integrated Wealth Management generally $150 to $825 per month; Family budget services typically $3,000 to $6,000 per month; Business Solutions $5,000 to $50,000 typically
$0+: Up to 1.25% $0+: Up to 0.80% for non-sponsored wrap and model portfolio programs $0+: 0.10% to 1.00% for retirement plan services (tiered asset-based fees) $25,000,000+: Minimum annual fee of $62,500 for Institutional Consulting $50,000,000+: Minimum relationship size for Institutional OCIO model (fees negotiable)
Hourly rates range from $80 to $375 per hour for business management; $300 per hour for dispute resolution; $250 per hour for time in court/hearings
Performance-based fees charged for certain private funds; carried interest of 10-15% on some funds; generally not charged for typical advisory services
TPS newsletter subscription $33/month; 1 year $325-$375; 2 years $595-$695
Account minimum: $5,000 Minimum fee: $5,000 minimum fee for investment management services Fee-only: Fixed fees for financial counseling, family office services, Practice Integrated Wealth Management, family budget, business solutions, dispute resolution, tax preparation, range generally $95/hour to $50,000 per engagement depending on service
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 - Present • 13 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 financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds the CFP® and Series 66 designations and has been with D.A. Davidson since 2004. 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 such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and employing both qualitative and quantitative analysis.
CFP®, Series 63, Series 65
Hamilton, MT
D.A. DAVIDSON & Co.
James Moerkerke is a CFP® professional with 44 years of industry experience, serving at D.A. Davidson & Co. since 1981. He holds Series 63 and Series 65 licenses and is based in Hamilton, Montana. Outside of his advisory role, Moerkerke is involved in local community activities, including serving as trustee and board chairman of the Stevensville Rural Fire District, and he manages a light industrial and RV storage rental business. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad spectrum of clients, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers services framed under fiduciary standards, including ERISA-compliant retirement plan advice and comprehensive financial planning, and it distinguishes itself by participating in municipal advisory and underwriting activities.
CFP®, Series 66
Hamilton, MT
D.A. DAVIDSON & Co.
Trevor Morton is a CFP® and Series 66 credentialed advisor at D.A. Davidson & Co. with four years of industry experience. He previously worked for Hess Corporation for eight years before joining D.A. Davidson in 2021. Outside of his advisory role, he buys, sells, and collects sports trading memorabilia. 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 ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs while operating under fiduciary standards and utilizing both qualitative and quantitative investment 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 designations and 31 years of industry experience. He has been with D.A. Davidson & Co. since 1995. Outside of his advisory role, he serves as a director for The Roxy Theater, a nonprofit organization 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 diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.
Series 63, Series 65
Hamilton, MT
D.A. DAVIDSON & Co.
Carrie Long is a financial advisor at D.A. Davidson & Co. with 14 years of industry experience. She holds Series 63 and Series 65 designations and has been with D.A. Davidson & Co. since 2008. In addition to her advisory role, she is a commissioned 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 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
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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