Stewart & Associates, PLLC provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Stewart & Associates, PLLC reports 79 clients. They include 60 high-net-worth individuals, 18 individual clients and 1 charitable organization. Of its assets, 100.0% ($122M across 375 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 23% | 7% |
| High-net-worth individuals | 76% | 93% |
| Charitable organizations | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 18 | $8.65M | 7.1% | $481K |
| High-net-worth individuals | 60 | $113M | 92.7% | $1.89M |
| Charitable organizations | 1 | $246K | 0.2% | $246K |
| Total | 79 | $122M | 100% | $1.55M |
- Clients
- 18
- Regulatory AUM
- $8.65M
- AUM share
- 7.1%
- Avg. per client
- $481K
- Clients
- 60
- Regulatory AUM
- $113M
- AUM share
- 92.7%
- Avg. per client
- $1.89M
- Clients
- 1
- Regulatory AUM
- $246K
- AUM share
- 0.2%
- Avg. per client
- $246K
Total
- Clients
- 79
- Regulatory AUM
- $122M
- AUM share
- 100%
- Avg. per client
- $1.55M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Stewart & Associates, PLLC charges 0.40%–0.85% a year for its Wealth Management Services. The fee is billed in arrears, is negotiable and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Project-Based Financial Planning
- Project-based financial planning is billed at an hourly fee of $300; fees are negotiable and due on completion of the services.
Jill Tripp owns 75% or more of Stewart & Associates, PLLC. The leadership team of Stewart & Associates, PLLC includes Chief Compliance Officer Jill Tripp. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Stewart & Associates, PLLC
Jill Tripp
Control person · since March 2026
Besides its headquarters, Stewart & Associates, PLLC has 0 offices, with 1 listed address in 1 state.
Montana · 1 listed address
- 27 Fort Missoula RD., Suite 1, MissoulaHQ
Contact and registration details
- Legal name
- Stewart & Associates, PLLC
- Headquarters
- 27 Fort Missoula RD., Suite 1, Missoula, MT 59804
- Website
- pathfinderplanmt.com
- Phone
- 406-541-3733
- SEC file
- 801-136368
- Structure
- Montana LLC
- Fiscal year end
- December
Stewart & Associates, PLLC’s named custodian for separately managed accounts is Altruist ($120M). Stewart & Associates, PLLC does not have custody of client assets.
- AltruistAltruist Financial LLC · Dallas, TX · $120M100%
At year end, Stewart & Associates, PLLC’s separately managed accounts were mostly in funds (56%) and stocks (41%).
What the accounts hold
- Stocks41%
- Funds56%
- Cash3%
How many clients does Stewart & Associates, PLLC have?
Stewart & Associates, PLLC has 79 clients and manages $122 million for them, as of August 2026. They include 60 high-net-worth individuals, 18 individual clients and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 August 2026
What services does Stewart & Associates, PLLC offer?
Stewart & Associates, PLLC provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Stewart & Associates, PLLC charge?
Stewart & Associates, PLLC charges 0.40%–0.85% a year for its Wealth Management Services. The fee is billed in arrears, is negotiable and requires an account of at least $500,000.
Which custodians does Stewart & Associates, PLLC use?
Stewart & Associates, PLLC’s separately managed account assets are held at Altruist Financial LLC (Dallas, TX), with $120M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 August 2026
How many financial advisors does Stewart & Associates, PLLC have?
Stewart & Associates, PLLC has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stewart & Associates, PLLC invest in?
At the end of its last fiscal year, Stewart & Associates, PLLC’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 41% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Stewart & Associates, PLLC have a minimum investment?
Yes, Stewart & Associates, PLLC’s minimum account size for its Wealth Management Services is $500K.
Who owns Stewart & Associates, PLLC?
Stewart & Associates, PLLC’s direct owner is Jill Tripp (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 August 2026
How does Stewart & Associates, PLLC get paid?
Stewart & Associates, PLLC is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Stewart & Associates, PLLC?
Stewart & Associates, PLLC’s main office is at 27 Fort Missoula RD., Suite 1, Missoula, MT 59804. Its phone number is 406-541-3733. Its website is pathfinderplanmt.com.
