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Red Mountain Financial Partners

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Client assets under management

$209,949,346

More info

Clients

306

21% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

102

Very High

Average account size

$686,109

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

Financial planning Portfolio management

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Business succession planning Cash flow / budgeting

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Fee options

Fixed

Financial planning services may be charged on a fixed fee basis, typically ranging from $100 to $5,000 per plan

Percentage

Up to 1.5% annually

Commissions

Commissions charged by LPL Financial for securities transactions; no advisory fee charged in addition to commissions when investment products are bought on commission basis

Project-based

Consulting services hourly fees range from $100 to $250

Other

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 location

Red Mountain Financial Partners

555 Rivergate Lane Suite B1 107

Durango CO 81301, United States

Number of offices

1

Most active in

More info

Arizona · California · Colorado · Montana · New Mexico · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 970-259-1313

Advisors at this firm

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user avatar

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.

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Business succession planning Cash flow / budgeting
user avatar

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.

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Business succession planning Cash flow / budgeting
user avatar

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.

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Business succession planning Cash flow / budgeting
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