Jill Tripp is a CFP-designated registered investment advisor at Core Planning, based in Missoula, MT, with 21 years of industry experience. Jill 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, Investment Management, and 2 more. Their firm serves 359 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 $1000K | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Location
27 Fort Missoula Road, 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
Core Planning
Previous Registrations
Stewart & Associates
F. Stewart & Associates, P.C.
State Registrations2 states
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