Iron Mountain Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,252,031
Total clients
69
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
69
Average account size
$612,348
About
Iron Mountain Financial Planning is an independent, fee-only advisory firm that provides investment management and both ongoing and project-based financial planning to individuals (including high-net-worth clients) and small businesses. The firm operates as a solo advisory practice and reports approximately $30 million in assets under management across roughly 65 client relationships.
The firm’s investment approach is based on Modern Portfolio Theory and broad diversification, relying predominantly on passive exchange-traded funds with strategic asset allocation and occasional tactical adjustments. Portfolios are typically managed on a discretionary basis using individualized investment policy statements and are evaluated for tax-efficient asset location.
Notably, the firm offers public educational seminars and speaking engagements on investment and personal finance topics — an offering that is uncommon among independent, single-advisor firms. The lead advisor holds CFP and enrolled-agent credentials and maintains a separate tax-preparation business, with reciprocal referrals and coordination between tax and planning services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
Project-Based Financial Planning fixed fees range from $375 to $10,000
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001+: 0.65%
Fee-only: Ongoing Financial Planning fees range from $100 to $500 monthly; Project-Based Financial Planning fees range from $375 to $10,000 fixed fee
Main office location
Iron Mountain Financial Planning
600 Kansas City Street, Suite 3
Rapid City SD 57701, United States
Number of offices
1
Most active in
Iron Mountain Financial Planning has reported serving >5 clients in these states in the last 12 months.
South Dakota · Wyoming
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
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