Top Financial Advisors in Billings, MT

206 fee-only32 CFP certifiedMedian fee: 1.75% on $500K

Top Advisors in Billings

Median Advisor Fee

Billings1.75%
National1.25%
40% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only71.8%
Includes Commission28.2%

Top Credentials

CFP32 advisors
CFA8 advisors

Frequently Asked Questions

How much does a financial advisor cost in Billings?

The median advisory fee in Billings, MT is 1.75% of assets under management. This is 40% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Billings?

There are 206 fee-only financial advisors in Billings, MT, representing 71.8% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Billings financial advisor?

The most common professional designation among Billings advisors is the CFP (Certified Financial Planner), held by 32 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Top 287 Financial Advisors in Billings, MT (2026) | TrueAdvisor