Advisor at Big Sky Wealth Advisors, LLC
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.
Firm
Big Sky Wealth Advisors, LLC
Location
Great Falls, MT 59401
Credentials
Series 63, Series 66
Industry experience
3 years
Based on Big Sky Wealth Advisors, LLC
Based on Big Sky Wealth Advisors, LLC
Financial planning fixed fees: Building Wealth Plan initial $5,000, Protecting Wealth Plan initial $7,500
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.30% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.45%
$350/hour (Josh Horton), $150/hour (Ryan Swain)
Account minimum: $50,000 Fee-only: Financial planning fees: Building Wealth Plan - $5,000 initial, $3,000 annual renewal; Protecting Wealth Plan - $7,500 initial, $4,000 annual renewal; hourly rates: $350/hour (Josh Horton), $150/hour (Ryan Swain)
812 14 Th Street N
Great Falls, MT 59401
Montana
Big Sky Wealth Advisors, LLC
2024 - Present (2 years)
Unemployed
2024 - 2024 (1 year)
World Equity Group, Inc.
2024 - 2024 (1 year)
The Leaders Group Inc
2022 - 2024 (2 years)
Wealthvest
2021 - 2024 (3 years)
Unemployed
2021 - 2021 (1 year)
Big Sky Insurance
2021 - 2021 (1 year)
Unemployed
2021 - 2021 (1 year)
Trade Risk Guaranty
2019 - 2021 (2 years)
Unemployed
2019 - 2019 (1 year)
Lionheart Caregiving
2017 - 2019 (2 years)
Self Employed
2017 - 2017 (1 year)
Self Employed
2016 - 2017 (1 year)
Student
2012 - 2016 (4 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.
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.
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 66
Great Falls, MT
Big Sky Wealth Advisors, LLC
CFP®
Great Falls, MT
Interactive Financial Advisors
Series 65
Great Falls, MT
Investment Management Group
Series 63, Series 65
Great Falls, MT
Verus Capital Partners, LLC
Series 66
Great Falls, MT
First Command Advisory Services
Series 63, Series 65
Great Falls, MT
Sequent Planning, LLC
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