A complete list of active advisors currently associated with Mountain Pass Planning

Warmer can help you find a great advisor at Mountain Pass Planning or one who fits your needs even better.

Mountain Pass Planning manages about $74.9 million in discretionary client assets and provides comprehensive financial planning and discretionary portfolio management primarily for individuals, while also serving pension and profit‑sharing plans and charitable organizations. The firm additionally offers project‑based consulting and provides sub‑advisory services to other registered investment advisers. The firm constructs client‑specific investment policies and combines fundamental and cyclical analysis with passive, asset‑class based allocations to build portfolios, managing accounts on a discretionary basis and reviewing them at least quarterly. It delivers ongoing planning through retainer‑style engagements with continuous monitoring and implements portfolios using model portfolios and custom models available through the Altruist Model Marketplace. Distinctive features include its explicit work with pension plans and charitable organizations, which is less common among independent advisers, and a disclosed minority ownership interest in Altruist LLC alongside the firm’s use of Altruist as a custodian and model platform. The firm also offers access to commission‑free insurance solutions via a third‑party platform while the advisor is separately licensed to sell life insurance, and maintains other business activities such as providing sub‑advisory services and participating in real‑estate holding entities.

To learn more about the advisors currently working at Mountain Pass Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.