Thomas White is a registered investment advisor at Mountain Wealth Management, LLC, based in Bozeman, MT, with 19 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 28 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
113 East Oak St, Suite 4A, Bozeman, MT, 59715
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
Thomas is an officer for the Bobcat Quarterback Club, a 501(c)3 organization, dedicating about 10-20% of his time. He also practices law, limited to probate, estate planning, and real estate transactions.
Employment History
Current Registrations
Mountain Wealth Management, LLC
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.