Red Mountain Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$209,949,346
Clients
306
Advisors
3
of 3 employees
About
Red Mountain Financial Partners advises primarily high-net-worth and individual clients and also serves corporate clients, providing fee-based investment advisory services including discretionary portfolio management, financial planning, and hourly consulting. Services described in the brochure include investment strategy development, asset allocation, asset selection, risk tolerance assessment, and regular portfolio monitoring across public securities.
The firm emphasizes continuous account supervision and tailors strategies to each client's objectives, using a combination of technical, fundamental, cyclical, and charting analysis to formulate investment decisions. Portfolios may include equities, fixed income, ETFs, and options, and the firm discloses the use of conservative options strategies (covered calls, protective puts and spreads) and the limited use of margin borrowing in separately managed accounts.
Compared with many peers, Red Mountain Financial Partners manages over $225 million on a discretionary basis with a small advisory team and cites a Chartered Market Technician background among its leadership that supports its technical-analysis focus. It operates through an LPL Financial custodial and broker/dealer relationship that supplies execution, reporting, and practice-support services and creates disclosed platform-related conflicts of interest.
Client services
Expertise
Fee options
Financial planning services may be charged on a fixed fee basis, typically ranging from $100 to $5,000 per plan
Up to 1.5% annually
Commissions charged by LPL Financial for securities transactions; no advisory fee charged in addition to commissions when investment products are bought on commission basis
Consulting services hourly fees range from $100 to $250
Fee-only: Financial planning fees typically range from $100 to $5,000 per plan; consulting hourly fees range from $100 to $250 per hour
Main office
555 Rivergate Lane Suite B1 107
Durango CO 81301
Advisors at this office
3
Most active in
Arizona · California · Colorado · Montana · New Mexico · Texas
Also doing business as
Red Mountain Financial Partners · Red Mountain Financial Partners, 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.
Advisors at this firm
Cara F
Series 66
Durango, CO
Red Mountain Financial Partners
Cara Flynt is a financial advisor with Red Mountain Financial Partners in Durango, CO, holding a Series 66 designation and 18 years of industry experience. She has been with Red Mountain Financial Partners since 2019 and previously worked at Linsco/Private Ledger from 2007 to 2019. Outside of her advisory role, she is involved with Houndstooth LLC and Cara Flynt LLC for business and tax purposes. Red Mountain Financial Partners serves individual and high-net-worth clients, as well as corporations, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and hourly consulting, using a primarily technical analysis-driven investment approach supplemented by fundamental, cyclical, and charting methods.
Michael W
Series 63, Series 65
Durango, CO
Red Mountain Financial Partners
Michael Warren is a financial advisor with Red Mountain Financial Partners in Durango, CO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Red Mountain Financial Partners since 2015 and has also worked with LPL Financial since 2001. Red Mountain Financial Partners serves individual and high-net-worth clients, as well as corporations, retirement plans, and trusts. The firm provides discretionary portfolio management, financial planning, and hourly consulting, using a primarily technical analysis-driven investment approach supplemented by fundamental, cyclical, and charting methods.
David R
CFP®, Series 66
Durango, CO
Red Mountain Financial Partners
David Rick is a CFP® professional with 26 years of industry experience. He has worked at LPL Financial since 2003 and has been with Red Mountain Financial Partners since 2021. Red Mountain Financial Partners serves individual and high-net-worth clients, as well as corporations, retirement plans, and trusts. The firm provides discretionary portfolio management, financial planning, and hourly consulting, using a primarily technical analysis-based investment approach supplemented by fundamental, cyclical, and charting methods.
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