Advice-Only Financial Planning
in Montana
Cut the commissions. Get real advice.
At Intrepid Financial Services, I work as an Advice-Only Financial Planner—meaning you pay for my expertise, not for products or assets under management. No hidden fees, no sales pitches, no conflicts of interest—just straightforward, actionable financial guidance tailored to you.
Explaining the Difference
Why Advice-Only?
Most financial advisors get paid by selling you products or taking a percentage of your investments (AUM). I don’t. My advice-only model means you pay a flat fee for my time and expertise—no commissions, no kickbacks, no pressure to buy. This keeps my focus 100% on your goals, not on my bottom line.
Why It’s Better for You
A Better Deal for You
With advice-only planning, you get unbiased, consultant-level support—no strings attached. You keep control of your money, and I stay accountable to you, not to a brokerage or fund company. It’s transparent, flexible, and built for people who want real answers, not sales tactics.