Advisor at Blue Mountain Financial Planning
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Firm
Blue Mountain Financial Planning
Location
Melissa, TX
Credentials
CFP®, Series 65
Industry experience
7 years
Hannah Szarszewski is a CFP® and Series 65-licensed advisor with six years of industry experience. She is the sole advisor at Blue Mountain Financial Planning, an independent firm based in Melissa, TX. Prior to founding her current firm, she worked at Keener Financial Planning and other advisory firms. She also owns Blue Mountain Money Education, LLC, through which she provides financial literacy and educational content. Blue Mountain Financial Planning serves individual and high-net-worth clients with ongoing financial planning and discretionary portfolio management, focusing on a primarily passive, asset-allocation-driven investment approach using index mutual funds and ETFs. The firm offers fixed subscription, project, or hourly fee arrangements rather than percentage-of-assets fees.
Based on Blue Mountain Financial Planning
$3,000 to $6,000 fixed fee for project-based financial planning
$300-$400 per hour depending on complexity
Ongoing financial planning monthly fee $350-$1,500 or quarterly fee $1,050-$4,500 based on complexity and needs
Melissa, TX
Texas
Blue Mountain Money Education, LLC
2022 - Present (4 years)
Blue Mountain Financial Planning, LLC
2021 - Present (5 years)
Keener Financial Planning
2019 - 2021 (2 years)
Keener Financial Planning
2018 - 2019 (1 year)
Sabbatical
2017 - 2018 (1 year)
SFMG Wealth Advisors
2016 - 2017 (1 year)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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Verified by Warmer
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Can I retire soon? Am I on track? What happens if life throws a curveball? These are the questions I help people answer. Because money isn’t just about numbers, it’s about living with purpose and confidence. I became an advisor in 2012, just a few years after the 2008 financial crisis, when I saw how quickly dreams could be lost in the panic. I bring both technical expertise (MBA, CFA, CFP®) and a global perspective, having been born in France and raised between cultures. But more important than credentials is this: my goal at Orgallic Wealth is to turn “someday” plans into clear, confident strategies. Whether that means retiring early, starting something new, or finally tackling that stack of projects in the garage, I believe money should serve your life—not the other way around.
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