STEWART & ASSOCIATES

Stewart & Associates is compensated solely and directly by the client, and we do not receive any payments that are contingent upon the purchase or sale of a financial product. We charge hourly for our services, rather than basing fees on client assets. We believe this hourly approach is a very fair way of billing clients-they pay only for the financial planning and investment advice they want and need, nothing more... Stewart & Associates is not affiliated with any bank, insurance company, brokerage firm, or mutual fund company and collects no commissions or referral fees from third parties. The Administrative Rules of Montana and the CFP Board's Rules of Conduct specify that Stewart & Associates must provide financial planning services as a fiduciary and is, therefore, required to act in the best interest of the client... We are Certified Financial Planners in Missoula, MT that provide a number of fee-only financial planning services, independent of any financial institution.

Also known as: Stewart & Associates PLLC

Primary location: Missoula United States