Advisor at Stafford Financial
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.
Mason Stafford is the sole advisor at Stafford Financial in Billings, MT, with seven years of industry experience. He holds a Series 65 designation and has worked in various roles including independent insurance producer and courier services prior to establishing his advisory practice. Stafford Financial is an independent advisory firm serving individuals, charitable organizations, and businesses with investment advisory services, comprehensive financial planning, and educational seminars. The firm emphasizes passive portfolio construction using index funds and ETFs, incorporates fundamental and cyclical analysis, and offers services such as selecting third-party money managers and a subscription-style ongoing planning option.
Based on Stafford Financial
Based on Stafford Financial
$2,500 - $500,000: 1.50% annually $500,001 - $1,500,000: 1.25% annually $1,500,001+: 1.00% annually
Account minimum: $2,500 Minimum fee: Comprehensive Financial Planning: $50 per month minimum Fee-only: Comprehensive Financial Planning: 1.5% of client’s gross monthly income per month
Billings, MT
Montana · Wyoming
First Student
2019 - 2019 (1 year)
Stafford, Mason Troy d/b/a Stafford Financial
2018 - Present (8 years)
Independent Insurance Producer
2017 - 2018 (1 year)
Cafe Courier
2016 - 2018 (2 years)
Extended Travel
2016 - 2016 (1 year)
Bensley Sheet Metal
2014 - 2016 (2 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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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.
CFA®, Series 63, Series 65
Billings, MT
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Alchemy Wealth Management
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BDL Wealth Management PLLC
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Stafford Financial
Series 65
Billings, MT
Capstone Wealth
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