Big Sky Wealth Advisors, LLC

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Client assets under management

$130,884,948

Clients

201

10% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

101

Very High

Average account size

$651,169

About

Big Sky Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high‑net‑worth families, estates, trusts, retirement plans, corporations, and charitable organizations. The firm states it manages client assets on a discretionary basis and, as of its most recent disclosure, manages in the low‑to‑hundreds of millions of dollars in client assets.

The firm’s investment process blends strategic, dynamic, tactical, and core‑satellite asset allocation approaches and draws on fundamental, quantitative, qualitative, and technical analysis, including a proprietary optimization model for portfolio construction. Portfolios primarily hold individual stocks, bonds, ETFs and cash or cash equivalents, and the firm offers tiered written financial planning programs and ongoing account monitoring supported by third‑party reporting technology.

Notable distinctions disclosed in the brochure include an affiliated business valuation entity (Business Valuation & Consulting Services, Inc.) under common ownership and that some investment adviser representatives also act as agents for third‑party insurance companies, with the potential for commission compensation disclosed as a conflict of interest. The firm also regularly conducts impersonal educational seminars and workshops (offered at no charge per the brochure) and documents its use of client‑facing seminar materials and marketing activities as part of its client engagement.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Multi-generational wealth transfer Cash flow / budgeting General retirement planning

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning fixed fees: Building Wealth Plan initial $5,000, Protecting Wealth Plan initial $7,500

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.30% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.45%

Project-based

$350/hour (Josh Horton), $150/hour (Ryan Swain)

Other

Account minimum: $50,000 Fee-only: Financial planning fees: Building Wealth Plan - $5,000 initial, $3,000 annual renewal; Protecting Wealth Plan - $7,500 initial, $4,000 annual renewal; hourly rates: $350/hour (Josh Horton), $150/hour (Ryan Swain)

Main office location

Big Sky Wealth Advisors, LLC

812 14 Th Street N

Great Falls MT 59401, United States

Number of offices

Most active in

Montana · Texas · Washington · Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Trust company

They provide trust and estate administration services, typically for separate 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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 406-315-2627

Advisors at this firm

Joshua H

Series 66

Great Falls, MT

Big Sky Wealth Advisors, LLC

Joshua Horton is a financial advisor with Big Sky Wealth Advisors, LLC in Great Falls, MT, holding a Series 66 designation and 12 years of industry experience. He previously worked at Stifel Nicolaus for nine years and Silver Oak Securities, Inc. for one year. Outside of his advisory role, Horton owns Business Valuation and Consulting Services, Inc., which provides business valuation services. Big Sky Wealth Advisors offers discretionary investment management, financial planning, and retirement plan consulting to individuals, families, estates, trusts, retirement plans, corporations, and charitable organizations. The firm uses a combination of strategic, dynamic, tactical, and core-satellite asset allocation strategies supported by fundamental, quantitative, qualitative, and technical analysis, including a proprietary optimization model for portfolio construction.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Multi-generational wealth transfer Cash flow / budgeting General retirement planning Founder/Business Owner Executive

Ryan S

Series 63, Series 66

Great Falls, MT

Big Sky Wealth Advisors, LLC

Ryan Swain is a financial advisor at Big Sky Wealth Advisors, LLC with three years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including World Equity Group, Inc. and The Leaders Group Inc. Outside of securities trading, he is also licensed as a health and life insurance agent. Big Sky Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, families, trusts, retirement plans, corporations, and charitable organizations. The firm employs a blend of strategic, tactical, and core-satellite asset allocation methods supported by various analytical approaches and a proprietary portfolio optimization model.

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