Top Financial Advisors in Billings, MT

166 fee-only29 CFP certifiedMedian fee: 1.20% on $500K

Top Advisors in Billings

Median Advisor Fee

Billings1.20%
National1.15%
4% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only62.4%
Includes Commission37.6%

Top Credentials

CFP29 advisors
CFA6 advisors

Frequently Asked Questions

How much does a financial advisor cost in Billings?

The median advisory fee in Billings, MT is 1.20% of assets under management. This is 4% 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 166 fee-only financial advisors in Billings, MT, representing 62.4% 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 29 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 266 Financial Advisors in Billings, MT (2026) | TrueAdvisor