Tary Middlesworth is a CFA, CFP-designated registered investment advisor at Entrusted Wealth, based in Kalispell, MT, with 11 years of industry experience. Tary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 9 clients with $5.8M 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 $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.00% |
No fee for assets above $5 million.
Fee Estimator
Location
1001 S. Main St. STE 600, Kalispell, MT, 59901
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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
Tary works for Baker Boyer Bank, providing expertise on investment reporting and reconciliation, technology projects, and other duties. This takes about three-quarters of their time, with about a quarter of their time occurring during trading hours.
Employment History
Current Registrations
Entrusted Wealth
Previous Registrations
Entrusted Wealth
Cetera Investment Services LLC
Ing Financial Advisers, LLC
State Registrations1 state
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.