Top financial advisors in Kalispell, MT
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
When you're managing your finances in Kalispell, MT, you might face unique challenges like planning without a general sales tax, which can affect your overall tax burden. Choosing an advisor who understands local tax nuances helps avoid costly mistakes in your financial plan.
- Local tax knowledge. Confirm the advisor knows how Montana's tax rules, including the absence of sales tax, impact your investment and spending strategies.
- Experience level. Ask about their years working with clients in Kalispell to ensure familiarity with regional financial considerations.
- Fee structure clarity. Understand how they charge for their services, whether flat fees or other models, to see what fits your budget.
- Firm size impact. Inquire how working with a large or independent firm influences the resources and attention you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Shay S
Series 66
Kalispell, MT
Ameriprise
Shay Smithwick Hann offers expertise in retirement income strategy and Social Security optimization, well-suited for clients approaching retirement in Kalispell, MT. Affiliated with Ameriprise, a large firm, she provides services with a 0.15% AUM fee, leveraging extensive research and tax-efficiency analysis to support clients with substantial investable assets.
Experience: 11 years
Avg account: $471,167
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Austin W
Series 63, Series 65
Kalispell, MT
Wells Fargo Clearing
Austin Willis offers expertise in Kalispell's financial landscape with 11 years of experience and Series 63 and 65 licenses, working through Wells Fargo Clearing since 2016. His firm provides IPS-driven retirement plan consulting and a variety of financial products, serving high-net-worth clients with a flat-fee structure and the resources of a large firm, distinguishing him from advisors with smaller practices or different fee models.
Experience: 11 years
Avg account: $475,575
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Jon J
CFP®, Series 66
Kalispell, MT
Edward Jones
Jon Jordan's 12 years of experience and CFP® certification equip him to navigate Kalispell's unique tax environment, including the absence of sales tax, benefiting clients focused on wealth management and tax-loss harvesting. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a structured fee of up to 1.35% annually and serves diverse clients, including executives and business owners.
Experience: 12 years
Avg account: $246,728
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David M
Series 66
Kalispell, MT
Evergreen Wealth Partners LLC
David Mulnix offers wealth management services in Kalispell, MT, with five years of experience and a Series 66 designation, providing local insight into Montana's tax environment. As an independent advisor at Evergreen Wealth Partners LLC, he uses fundamental analysis for long-term portfolios and charges $350 per hour for standalone financial planning, distinguishing him from advisors with different fee structures or firm affiliations.
Experience: 5 years
Avg account: $561,602
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Donald R
CFP®, Series 63
Kalispell, MT
LPL Financial
Donald Rich's 45 years of experience and CFP® certification equip him to navigate Kalispell's unique tax environment, including the absence of sales tax, benefiting wealth management and retirement planning. Affiliated with LPL Financial, a large firm offering extensive research support, he provides flat-fee financial planning and serves a diverse clientele, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 46 years
Avg account: $399,489
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