Strong Mountains Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Strong Mountains Financial Planning LLC is a registered, fee‑only investment adviser that offers investment management and financial planning services to individuals and high‑net‑worth individuals. In its initial ADV filing the firm reported no assets under management, no clients, and no active advisors as of the stated date.
The firm describes a client‑tailored process that begins with personal discussions to establish goals and an investment policy and uses asset allocation, a mix of passive and active strategies, and discretionary authority when engaged to manage individual portfolios. It offers both ongoing financial planning relationships—with plan monitoring and implementation support—and limited, project‑based planning for specific client needs.
What is distinctive for a firm in this registration category is its stated use of fixed‑fee and hourly billing arrangements and the practice of including financial planning for investment management clients at no additional charge, approaches that are relatively uncommon among peers with no active advisors. The firm also discloses it does not advise private funds and intends to rely on institutional custodial platforms and unaffiliated third‑party professionals while remaining fee‑only and not accepting third‑party compensation.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fees ranging from $2,500 to $4,000 for Project-Based Financial Planning; Plan Development fee ranges from $1,000 to $2,000.
$0 - $1,000,000: 1.00% $1,000,001+: 0.75%
$300 per hour for Project-Based Financial Planning
Ongoing Financial Planning monthly fee ranging from $100 to $350 after initial plan delivery.
Account minimum: $250,000 Fee-only: Fees only; no commissions or other sales-related compensation.
Main office location
Strong Mountains Financial Planning
Colorado Springs CO, United States
Number of offices
1
Most active in
Strong Mountains Financial Planning has reported serving >5 clients in these states in the last 12 months.
Colorado
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:
-
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.
-
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.
-
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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