Jill Tripp is a CFP-designated registered investment advisor at Pathfinder Planning and Investments, based in Missoula, MT, with 22 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 79 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.5M | 0.55% |
| $2.5M - $5.0M | 0.45% |
| $5M+ | 0.40% |
Fees are negotiable and billed quarterly in arrears. Household accounts may be aggregated. If an outside manager is used, their separate fee applies, though combined fees will not exceed 2%.
Fee Estimator
Location
27 Fort Missoula Rd., Suite 1, Missoula, MT, 59804
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jill is a member of JT Squared LLC, a property holding company now under contract for sale, and spends minimal time on annual tasks. She also provides light bookkeeping and property information tracking services to a client for a few hours per month.
Employment History
Current Registrations
Pathfinder Planning and Investments
Previous Registrations
Core Planning
Stewart & Associates
F. Stewart & Associates, P.C.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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