Advisor at Professional Financial Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bozeman, MT 59718
Credentials
CFP®, Series 65
Industry experience
10 years
Brandon Smith is a CFP® with 10 years of industry experience, currently serving at Professional Financial Management, Inc. since 2015. He holds a Series 65 license and is based in Bozeman, MT. Professional Financial Management, Inc. provides fee-only financial planning and discretionary portfolio management to individuals, trusts, business owners, charitable organizations, and retirement plan sponsors. The firm manages approximately $265 million in client assets, focusing on globally diversified portfolios with small-cap and value equity tilts, tax-efficient strategies, and use of short- and mid-term fixed income to reduce volatility.
Based on Professional Financial Management, Inc.
Based on Professional Financial Management, Inc.
Based on Professional Financial Management, Inc.
$0 - $500,000: 0.85% $500,001 - $1,500,000: 0.65% $1,500,001 - $3,500,000: 0.45% $3,500,001 - $10,000,000: 0.35% $10,000,001+: 0.25%
$200.00 per hour for complex financial planning projects; initial estimate provided before work begins; fee may be waived at firm's discretion
Account minimum: $200,000 Minimum fee: $2,000 per year minimum annual fee ($500 per quarter) Fee-only: Standard investment advisory fees are asset-based; additionally, hourly fees of $200-$275 per hour apply for complex financial planning projects
945 Technology Blvd., Suite 102
Bozeman, MT 59718
Montana · Texas
Professional Financial Management, Inc.
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 65
Bozeman, MT
Watson House Investment Management, LLC
Gary Wrotny is a financial advisor at Watson House Investment Management, LLC in Bozeman, MT, holding a Series 65 designation with six years of industry experience. He has been with Watson House since 2018 and was self-employed prior to that. Watson House is an independent, fee-only investment adviser managing approximately $14.1 million for individuals, high-net-worth clients, trusts, and estates. The firm provides discretionary portfolio management and financial planning across multiple asset classes, utilizing asset allocation strategies based on fundamental, technical, and macroeconomic analysis, with ongoing portfolio monitoring and quarterly client reviews.
Series 63, Series 66
Bozeman, MT
Solid Rock Wealth Management
Christopher Nolt is the sole advisor at Solid Rock Wealth Management in Bozeman, MT, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has operated his own business since 1996 and founded Solid Rock Wealth Management in 2014. In addition to financial advising, he owns and operates Solid Rock Realty Advisors, LLC, a commercial real estate brokerage, and holds a state real estate license. Solid Rock Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, index-oriented investment approach supported by academic research and partnerships with Dimensional Fund Advisors, and it offers services including real estate advisory related to IRC Section 1031 exchanges.
CFA®, Series 65
Bozeman, MT
Group W Investment Management LLC
Frederick Maxted is the sole advisor at Group W Investment Management LLC in Bozeman, MT. He holds the CFA® designation and a Series 65 license, with 22 years of industry experience. Maxted has been with Group W Investment Management since its founding in 2003. Group W Investment Management provides discretionary portfolio management and investment advice to individuals, estates, trusts, charitable organizations, and businesses. The firm employs a long-term, tax-efficient investment approach focused on a three-class framework of equities, fixed income, and cash, with an emphasis on fundamental, value-oriented equity analysis.
Series 63, Series 65
Bozeman, MT
Montana Investment Advisors Inc
Brenda Davis is a financial advisor at Montana Investment Advisors Inc in Bozeman, MT, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Montana Investment Advisors since 1992. Montana Investment Advisors provides discretionary, fee-based portfolio management for individuals, retirement and pension plans, trusts, endowments, and charitable organizations. The firm focuses on long-term holdings in fundamentally sound growth companies combined with fixed-income securities, managing approximately $47.4 million in separately managed accounts.
Series 65
Bozeman, MT
Quinn Capital LLC
Paul Quinn is a financial advisor with Quinn Capital LLC in Bozeman, MT, holding a Series 65 designation and 18 years of industry experience. He has been affiliated with Marylhurst University since 2004. Quinn Capital LLC provides discretionary private investment management to high-net-worth individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm employs a “growth at a reasonable price” equity strategy focused on capital appreciation and preservation, combining fundamental and technical analysis within a buy-and-hold framework.
CFA®
Bozeman, MT
Arkell Asset Management, LLC
Timothy Randak is a CFA charterholder and the sole advisor at Arkell Asset Management, LLC in Bozeman, MT, with 15 years of industry experience. He has been with Arkell Asset Management since its founding in 2011. Arkell Asset Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, small businesses, and retirement plans. The firm follows a strategic asset-allocation approach primarily using passively managed index mutual funds and ETFs, offering multiple service tiers including a low-touch investment management option.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
