Advisor at Solid Rock Wealth Management
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Firm
Solid Rock Wealth Management
Location
Bozeman, MT 59718
Credentials
Series 63, Series 66
Industry experience
22 years
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.
Based on Solid Rock Wealth Management
Financial planning fixed fee ranging from $500 to $5,000 (negotiable)
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.50% $5,000,001 - $15,000,000: 0.25% $15,000,001 - $25,000,000: 0.20% $25,000,001 - $50,000,000: 0.15% $50,000,001 - $100,000,000: 0.10% $100,000,001+: 0.05%
$150 per hour for financial planning (negotiable)
Account minimum: $250,000 (negotiable) Fee-only: Financial planning fixed fee ranging from $500 to $5,000 (negotiable); hourly financial planning fee: $150 per hour (negotiable)
2020 Charlotte Street
Bozeman, MT 59718
Arizona · Montana · Wyoming
Solid Rock Wealth Management
2014 - Present (12 years)
SELF EMPLOYED
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
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
CFA®, Series 65
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Group W Investment Management LLC
Series 63, Series 65
Bozeman, MT
Montana Investment Advisors Inc
CFA®
Bozeman, MT
Arkell Asset Management, LLC
Series 63, Series 65
Bozemand, MT
Yellowstone Investment Planners, Inc.
Series 66
Bozeman, MT
JCG Advisory Group, LLC
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