Rose Zealand is a CFP-designated registered investment advisor at Golden Thread Collaborative, LLC, based in Helena, MT, with 7 years of industry experience. Rose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
- Standard engagement (16 sessions over 16 weeks) — $8,000, billed in four blocks of four sessions at $2,000 per block.
- Additional support (hourly) — $400 per hour for work outside scheduled sessions, such as research, meetings with other professionals, and extensive document review.
- Support for loved ones (75-minute session blocks) — $500 per session.
Location
Helena, MT
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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 →Other Business Activities
Rose is a board member of the Community Foundation of Gunnison Valley since 2018 and chair of the development committee since 2019. This involves fiduciary duties and overseeing fundraising, taking a few hours per week.
Employment History
Current Registrations
Golden Thread Collaborative, LLC
Previous Registrations
Kahler Financial Group, INC.
Maia Wealth
Edward Jones
Edward JonesBroker
State Registrations2 states
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