Blue Mountain Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,467,271
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$1,066,753
About
Blue Mountain Financial Planning is a state-registered, independent advisory that provides ongoing financial planning with discretionary investment management, along with project-based and hourly financial planning services for individual and high-net-worth clients. The firm manages approximately $7.47 million for a very small client base (seven clients) and structures ongoing relationships as subscription engagements with continuous planner access.
The firm primarily uses a passive, asset-allocation approach built with index mutual funds and ETFs, emphasizing diversification and tax-aware asset location while tailoring portfolios to clients’ objectives, time horizon, and risk tolerance. Investment management is implemented on a discretionary basis and accounts are reviewed at least quarterly, with an annual comprehensive plan update for planning clients.
What distinguishes the firm from many peers is its fee model: it generally does not bill based on a percentage of assets under management and instead relies on fixed monthly or quarterly subscription fees for ongoing services and fixed or hourly fees for project work, a billing approach that is less common among independent advisers. The principal also operates a separate financial-education business and discloses occasional cross-referrals between the two entities in the brochure.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$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
Main office location
Blue Mountain Financial Planning
Melissa TX, United States
Number of offices
2
Most active in
Blue Mountain Financial Planning has reported serving >5 clients in these states in the last 12 months.
Texas
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.
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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
Quick links
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