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
Series 63, Series 65
Experience Industry experience
16 years
Location
Bozeman, MT
United Capital Financial Advisors
Multi-team
Sandra Fey Sutton is a financial advisor with United Capital Financial Advisors in Bozeman, MT. She holds Series 63 and Series 65 licenses and has 16 years of industry experience, including 14 years at United Capital. United Capital provides national financial planning and discretionary investment management to a broad mix of clients, including individual and high-net-worth households, retirement plans, and corporate or institutional accounts. The firm offers a range of services including sub-advisory and consulting, supported by a technology and practice platform that enables customized portfolio solutions and access to alternative investments.
Based on United Capital Financial Advisors
Based on United Capital Financial Advisors
Financial Planning fees can be negotiated as flat fees, ranging typically from $2,500 to $55,000 per year.
$0 - $500,000: 1.50% $500,000 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 1.15% $5,000,000 - $10,000,000: 1.00% $10,000,000+: 0.85%
Commissions received on insurance products and variable annuities sold through affiliated broker-dealer and insurance agencies; commissions vary by product and arrangement.
Hourly fees historically ranged from $200 to $500 per hour for Financial Planning services (prior to March 31, 2020).
Account minimum: $500,000 Fee-only: Financial Planning fees typically between $2,500 and $55,000 per year, paid quarterly in advance; fees negotiated and can be higher or lower; prior to March 31, 2020, some clients paid hourly fees between $200 and $500 per hour.
Bozeman, MT
Bozeman MT
Advisors at this office
1
Montana · Washington
16 years of industry experience
United Capital Financial Advisors, Llc
2012 - Present • 14 years
Irving, TX
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Bozeman, MT
Watson House Investment Management, LLC
Gary Wrotny is the principal advisor at Watson House Investment Management, LLC in Bozeman, MT. He holds a Series 65 designation and has seven years of industry experience. His background includes self-employment prior to founding Watson House Investment Management in 2018. Watson House Investment Management is an independent firm offering fee-only, discretionary investment management and financial planning to individual and institutional clients. The firm manages approximately $20 million across 14 client relationships, using a combination of fundamental, technical, and macroeconomic analysis along with options and derivatives when appropriate.
Series 63, Series 66
Bozeman, MT
Solid Rock Wealth Management
Christopher Nolt is the sole advisor at Solid Rock Wealth Management in Bozeman, MT, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has operated his own business since 1996 and founded Solid Rock Wealth Management in 2014. In addition to financial advising, he owns and operates Solid Rock Realty Advisors, LLC, a commercial real estate brokerage, and holds a state real estate license. Solid Rock Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, index-oriented investment approach supported by academic research and partnerships with Dimensional Fund Advisors, and it offers services including real estate advisory related to IRC Section 1031 exchanges.
CFA®, Series 65
Bozeman, MT
Group W Investment Management LLC
Frederick Maxted is the sole advisor at Group W Investment Management LLC in Bozeman, MT. He holds the CFA® designation and a Series 65 license, with 22 years of industry experience. Maxted has been with Group W Investment Management since its founding in 2003. Group W Investment Management provides discretionary portfolio management and investment advice to individuals, estates, trusts, charitable organizations, and businesses. The firm employs a long-term, tax-efficient investment approach focused on a three-class framework of equities, fixed income, and cash, with an emphasis on fundamental, value-oriented equity analysis.
Series 63, Series 65
Bozeman, MT
Montana Investment Advisors Inc
Brenda Davis is a financial advisor at Montana Investment Advisors Inc in Bozeman, MT, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Montana Investment Advisors since 1992. Montana Investment Advisors provides discretionary, fee-based portfolio management for individuals, retirement and pension plans, trusts, endowments, and charitable organizations. The firm focuses on long-term holdings in fundamentally sound growth companies combined with fixed-income securities, managing approximately $47.4 million in separately managed accounts.
Series 65
Bozeman, MT
Quinn Capital LLC
Paul Quinn is a financial advisor with Quinn Capital LLC in Bozeman, MT, holding a Series 65 designation and 18 years of industry experience. He has been affiliated with Marylhurst University since 2004. Quinn Capital LLC provides discretionary private investment management to high-net-worth individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm employs a “growth at a reasonable price” equity strategy focused on capital appreciation and preservation, combining fundamental and technical analysis within a buy-and-hold framework.
CFA®
Bozeman, MT
Arkell Asset Management, LLC
Timothy Randak is a CFA® charterholder and the sole advisor at Arkell Asset Management, LLC, based in Bozeman, MT. He has 16 years of industry experience and has led Arkell Asset Management since 2011. Arkell Asset Management is an independent, fee-only registered investment adviser serving individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $75 million for about 71 clients, focusing on strategic asset allocation with passive index funds and ETFs, and offers multiple service levels tailored to client preferences.
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