Mount Financial Freedom
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About
Mount Financial Freedom serves individual and high‑net‑worth clients as well as small business owners, offering comprehensive financial planning, portfolio management, retirement and tax planning, investment consultation, and business-focused financial modeling. The firm also organizes periodic educational workshops and seminar sessions on topics such as retirement strategies, estate planning, and funding education.
The firm’s investment approach is grounded in the Efficient Market Hypothesis and emphasizes asset allocation and passive, low‑cost ETFs and mutual funds to implement client portfolios, with recommendations tailored to a client’s risk tolerance, time horizon, and stated objectives. It documents investment guidelines for each client and manages accounts on either a discretionary or nondiscretionary basis while outlining relevant risk factors and diversification considerations.
Distinctive features include the firm’s choice not to base advisory compensation on a percentage of assets under management and its practice of offering complimentary educational workshops—both of which are less common among independent advisers. The firm also emphasizes client education and engagement through multiple onboarding sessions that teach clients to use a personal financial dashboard, quarterly reviews, and a year‑end plan refresh to maintain an ongoing advisory relationship.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$1,400 one-time fixed fee for financial planning
$350 per month ongoing advisement fee
Fee-only: $1,400 one-time fixed fee for financial planning; $350 per month ongoing fixed fee
Main office
Cave Creek AZ
Advisors at this office
1
Most active in
Arizona · Texas
Also doing business as
Mount Financial Freedom · Mount Financial Freedom 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
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