Firetower Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Belgrade MT
Advisors at this office
1
Most active in
Montana
Also doing business as
Firetower Advisors · Firetower Enterprises LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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