JB
CFP

Jeffrey David Baumgartner

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
40 advisors
Number of Clients
325 clients
Average Client Portfolio
$988K average
Assets Under Management
$321.0M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Financial Plan Fee:Up to $50,000
Hourly Rate:Up to $450/hr

Advisory fees are charged as a percentage of assets under management, flat fees, hourly fees, or a combination. Asset-based fees range up to 1.5% annually, flat fees range up to $50,000 annually, and hourly fees range up to $450 per hour. Fees are negotiable, and the specific fee schedule is included in the investment advisory agreement. Clients also incur brokerage and transaction costs.

Areas of Practice
Retirement PlanningEducation PlanningFinancial Planning & CoachingTax PlanningEstate PlanningCharitable GivingInvestment ManagementHigh Net Worth
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Advisor Information

Office location

24 E. Main Street, Bozeman, MT, 59715

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Xypn Invest
March 2025 - Present · 10 mos
State Registrations1 state
ND
Advisor
Exams
No exam information available for this advisor.
Jeffrey David Baumgartner - Financial Advisor | AdvisorDiscover