Firetower Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
FireTower Advisors provides financial planning and discretionary investment management primarily for individual clients, offering standalone consulting and portfolio management without selling third-party products or receiving commissions. The firm states it does not impose account minimums and manages client accounts on a discretionary basis with clients selecting their own custodians.
The firm’s investment approach emphasizes fundamental analysis and asset allocation models to construct long-term, diversified portfolios using individual securities, mutual funds, and ETFs tailored to each client’s goals and risk tolerance. Accounts are reviewed at least annually and the firm operates under written discretionary authority when managing portfolios.
Compared with many peers that focus on pooled or institutional mandates, the firm’s mix of hourly financial planning alongside asset-based management and its explicit focus on individual (including non‑HNW) clients with no stated minimums is atypical for its category. The adviser is newly established, reports no affiliations or custody of client assets, does not charge performance-based fees, and leaves proxy voting and custodian selection to clients.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
Fee options
$0 - $1,000,000: 0.50% annually $1,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.25% annually
$50 per hour for financial planning or consultation services
Main office location
Firetower Advisors
Belgrade MT, United States
Number of offices
1
Most active in
Firetower Advisors has reported serving >5 clients in these states in the last 12 months.
Montana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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