Advisor at Aprio Wealth Management, LLC
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Firm
Aprio Wealth Management, LLC
Location
Bozeman, MT 59718
Credentials
CFA®
Industry experience
4 years
Eric Flynn is a CFA® charterholder with four years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked at firms including Compound Planning, Inc. and Wipfli LLP. Outside of his advisory role, Flynn serves as chair of the advisory council for the College of Business at Montana State University and is treasurer of Flynn Ranch, Inc., a family business. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm manages approximately $2.64 billion and employs a multi-advisor approach with tailored investment programs that include asset allocation, dollar-cost averaging, and both long- and short-term strategies.
Based on Aprio Wealth Management, LLC
Financial Planning fees charged at fixed rates mutually agreed upon; reporting services charged at 0.25% annually of assets included
$0 - $250,000: $2,500 fixed annual fee $250,001 - $2,499,999: 1.00% annually $2,500,000 - $4,999,999: 0.75% annually $5,000,000 - $9,999,999: 0.50% annually $10,000,000+: Negotiated
Hourly fee arrangements available for some advisory and consulting services; specific rates negotiated per client
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee may apply Fee-only: Management fees based on asset tiers; financial planning fees at fixed rates; consulting fees charged at fixed or hourly rates
100 Wapiti Way
Bozeman, MT 59718
Montana
Aprio Wealth Management, LLC
2025 - Present (1 year)
Aprio Advisory Group
2025 - Present (1 year)
Compound Planning, Inc.
2024 - 2025 (1 year)
Wipfli LLP
2022 - 2024 (2 years)
Creative Planning, LLC
2022 - 2022 (1 year)
Wipfli Financial Advisors, Llc
2022 - 2022 (1 year)
Creative Planning, LLC
2022 - 2024 (2 years)
Wipfli Financial Advisors, Llc
2021 - 2022 (1 year)
millionaireWe
2020 - 2021 (1 year)
JCG Advisory Group, LLC
2020 - 2021 (1 year)
Bitterroot Capital Advisors, LLC
2002 - 2020 (18 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Bozeman, MT
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CFA®
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