Strong Mountains Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strong Mountains Financial Planning is a fee-only registered investment adviser that serves individuals and high-net-worth clients with investment management and comprehensive financial planning, offered as both project-based engagements and ongoing advisory relationships. The firm provides discretionary portfolio management alongside written financial plans that address cash flow, retirement, estate, tax-aware investment analysis, insurance review, and implementation support.
Its investment approach blends modern portfolio theory with fundamental, technical, and cyclical analysis and uses a mix of passive and active vehicles (primarily ETFs and mutual funds) to construct asset allocations intended for long-term objectives; accounts are managed with attention to risk tolerance, tax considerations, and client-imposed restrictions. SMFP describes a preference for long-term holdings while retaining the ability to use shorter-term trades as tactical opportunities and integrates periodic plan monitoring into ongoing client relationships.
Distinctive features include a 2026 founding and, at the time of its filing, no assets under management, indicating a start-up stage that is uncommon among independent advisers; the firm also reports it is not a solo practitioner and operates with staff support despite its small size. The principal’s background combines enterprise data and information-management roles in financial services with an insurance professional designation (CPCU), and the firm explicitly excludes direct management of cryptocurrencies while allowing documented, ETF-based digital-asset exposure as an exception.
Client services
Expertise
Fee options
Project-based financial planning fixed fees range from $2,500 to $4,000; initial comprehensive financial plan development fee generally ranges from $1,000 to $2,000.
$0 - $1,000,000: 1.00% $1,000,001+: 0.75%
$300 per hour for project-based financial planning and early termination fees.
Ongoing financial planning monthly fees generally range from $100 to $350, paid in advance.
Account minimum: $250,000 (minimum account size requirement to open or maintain an account; waivable/negotiable) Fee-only: Fee-only firm compensated solely by clients, no commissions received.
Main office
Colorado Springs CO
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
Strong Mountains Financial Planning · Strong Mountains Financial Planning LLC
Disclosures
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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.
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