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Find Retirement Advisors for Retirement Planning in Billings, Montana

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Billings, Montana

Last Updated - July 12, 2025

Billings has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Billings, Montana have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Billings, Montana

VERIFIED

LPL Financial DBA Ten40Investing

Qualifications
CRD# 7082044
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$50,000

Address

404 N. 31st Street,
Suite 423,
Billings, MT 59101 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Hourly, Commissions, Flat Fee, Based on Assets

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Top 3 Retirement Planning firms in Billings, Montana (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	402 N. Broadway, Billings, MT, 59101	$5,065,457,259	2813	30	A percentage of AUM, Fixed fees
2	3409 Transtech Way, Suite A Billings, MT, 59102	$1,134,563,584	2138	10	A percentage of AUM, Hourly charges, Subscription fees
3	180 S. 32nd St. West, Suite 1 Billings, MT, 59102	$206,599,567	271	2	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Billings, Montana

INVESTMENT MANAGEMENT GROUP

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QualificationsFirm CRD# 122166

Assets Under Management $5,065,457,259

No. Of Clients2813

Clients Per Financial Advisor94

INVESTMENT MANAGEMENT GROUP is a financial advisory firm situated in Billings, Montana. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2813 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (ASSET/LIABILITY MODELING USING A THIRD PARTY MODEL / PROVIDE INVESTMENT RECOMMENDATIONS VIA AN AUTOMATED INVESTEMNT PROGRAM)

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ALLIED INVESTMENT ADVISORS LLC

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QualificationsFirm CRD# 159103

Assets Under Management $1,134,563,584

No. Of Clients2138

Clients Per Financial Advisor214

ALLIED INVESTMENT ADVISORS LLC is a financial advisory firm situated in Billings, Montana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2138 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Other (CONSULTING)

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CLADIS INVESTMENT ADVISORY LLC

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QualificationsFirm CRD# 153873

Assets Under Management $206,599,567

No. Of Clients271

Clients Per Financial Advisor136

CLADIS INVESTMENT ADVISORY LLC is a financial advisory firm situated in Billings, Montana. With a nearly $207M assets under management, the firm specializes in crafting personalized retirement planning solutions for 271 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Other (PROVIDE INVESTMENT ADVICE THROUGH CONSULTATION FOR AN HOURLY FEE.)

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Retirement Planners in Billings, Montana

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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