Advisor at Entrusted Wealth
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
Entrusted Wealth
Location
Kalispell, MT 59901
Credentials
CFP®, CFA®, Series 66
Industry experience
11 years
Tary Middlesworth is a CFP® and CFA® with 11 years of experience in financial advising. He is the sole advisor at Entrusted Wealth and has previously worked at Baker Boyer National Bank and operated Middlesworth Financial. In addition to his advisory role, he provides remote operational support at Baker Boyer National Bank, focusing on investment reporting, reconciliation, and technology projects. Entrusted Wealth serves individuals, families, foundations, endowments, and other non-profit organizations, offering financial planning and discretionary portfolio management. The firm emphasizes a long-term, diversified investment approach grounded in Modern Portfolio Theory, primarily using mutual funds and exchange-traded funds tailored to each client’s needs.
Based on Entrusted Wealth
Standalone financial planning services typically $3,900 per year, prorated if completed early
$0 - $2 million: 0.75% annually $2 million - $5 million: 0.50% annually $5 million+: No fee for assets above $5 million
1001 S. Main St. Ste 600
Kalispell, MT 59901
Montana
Baker Boyer National Bank
2019 - Present (7 years)
Entrusted Wealth
2018 - Present (8 years)
Middlesworth Financial
2017 - 2019 (2 years)
Baker Boyer National Bank
2011 - 2017 (6 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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.
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