Wildrye Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$89,766,382
Clients
122
38% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
122
Very HighAverage account size
$735,790
About
WildRye provides investment management and financial planning to individuals, high‑net‑worth clients, and foundations/charitable organizations, and offers services for 529 college savings plans. The firm delivers portfolio construction and ongoing rebalancing using individual stocks and bonds, ETFs, mutual funds and other marketable securities, and may recommend third‑party managers for portions of client assets.
Portfolios are tailored to clients’ stated goals, time horizons and risk tolerance, with periodic reviews and rebalancing and written financial plans available when requested. The firm also advises on retirement‑account decisions and rollovers and operates under the ERISA fiduciary standards when providing retirement plan advice.
Notably, WildRye discloses pension consulting and work related to retirement plans and profit‑sharing arrangements, reflecting an atypical focus on plan‑level clients for a firm of its type. The firm also notes that some associated persons act as insurance agents and may receive compensation for those activities, a potential conflict the firm says it will disclose, and it reports approximately $90.5 million in discretionary assets under management.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Debt management
Cash flow / budgeting
Fee options
Fixed fee project pricing quoted per project, depending on scope
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.90% $1,500,001 - $2,000,000: 0.80% $2,000,001 - $2,500,000: 0.70% $2,500,001 - $3,000,000: 0.60% $3,000,001 - $3,500,000: 0.50%
$300.00 per hour depending on complexity
Fee-only: Financial planning hourly rate $300 per hour; fixed fee project pricing available
Main office location
Wildrye Financial
836 Holt Drive, Ste 310
Bigfork MT 59911, United States
Number of offices
2
Most active in
Wildrye Financial has reported serving >5 clients in these states in the last 12 months.
Montana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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