Blue Mountain Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Melissa TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Blue Mountain Financial Planning · Blue Mountain Financial Planning, LLC
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:
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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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