Red Mountain Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$196,910,579
Total clients
303
16% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
101
Average account size
$649,870
About
Red Mountain Financial Partners serves individual and high‑net‑worth clients and also works with corporations, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management, financial planning, and hourly consulting, and its advisors are registered representatives who execute securities transactions through LPL Financial.
Investment advice is tailored to each client and is primarily informed by technical analysis, with supplemental fundamental, cyclical, and charting methods; accounts are reviewed regularly and the firm reports managing approximately $197 million on a discretionary basis. The firm also uses borrowing (margin) in client accounts and employs derivatives—principally conservative options strategies such as covered calls, protective puts, and spreads—in separately managed accounts, practices that are uncommon among similarly supported advisers.
Red Mountain operates a small, three‑advisor team serving roughly 300 client relationships and combines advisory services with the ability to implement commissionable securities and insurance through its representatives’ LPL registrations. That dual registration and the custodial relationship with LPL can constrain available product choices and introduce conflicts of interest, which the firm discloses and addresses through its compliance policies.
Client services
Fee options
Financial planning services may be charged on a fixed fee basis, typically $100 to $5,000 per plan
Up to 1.5% of assets under management annually, billed quarterly in advance
Commission charges for securities transactions executed through LPL Financial as a registered representative
Consulting services charged hourly between $100 and $250 per hour
Fee-only: Financial planning fees typically range from $100 to $5,000 per plan; consulting fees range from $100 to $250 per hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Red Mountain Financial Partners
555 Rivergate Lane Suite B1 107
Durango CO 81301, United States
Number of offices
1
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")