Hannah Cruz is a CFP-designated registered investment advisor at Pathfinder Planning and Investments, based in Missoula, MT, with 14 years of industry experience. Hannah 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
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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 →Employment History
Current Registrations
Pathfinder Planning and Investments
Previous Registrations
Core Planning
Focus Partners Wealth, LLC
Churchill Management Group
Investment Management Group
Peak Investment Management, LTD
Ameriprise Financial Services, INC.
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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