Off the Beaten Path Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Off the Beaten Path Financial LLC is a fee-only, independent investment adviser that serves individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm provides discretionary investment management, written financial and business planning, and business advisory services for firm owners.
OBPF implements portfolios using asset allocation and a mix of passive and active strategies, supported by fundamental, technical, and cyclical analysis, and performs quarterly account reviews. The firm also offers digital-asset strategies through Arbor Digital with custody via BitGo and reviews held-away accounts using Pontera for 401(k)s, 529s, variable annuities and similar holdings.
Compared with peers, OBPF is notable for providing retirement-plan services as an ERISA section 3(38) investment manager for plan sponsors and for disclosing performance and predecessor-performance information in its materials—both practices that are uncommon among independent advisers. The firm also emphasizes business planning and employee financial-wellness programs as part of its service mix.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial Planning fixed fees range from $1,000 - $25,000; Business Planning fixed fees range from $2,000 - $25,000; Retirement Plan Management fixed fees up to $10,000
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.70% $3,000,001+: 0.50% All Digital Assets+: 2.65%
Financial Planning services charged at $400 per hour
Business Planning ongoing monthly fee of $1,000 - $5,000
Fee-only: Financial Planning: Fixed fee $1,000 - $25,000 or hourly at $400/hr; Business Planning: Fixed fee $2,000 - $25,000 and/or ongoing monthly fee $1,000 - $5,000; Retirement Plan Management: Fixed fee up to $10,000 plus 0.25% - 0.50% of assets
Main office
Wilsall MT
Advisors at this office
1
Most active in
Montana
Also doing business as
Off The Beaten Path Financial · Off The Beaten Path Financial, 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
Quick links
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