Strong Mountains Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Strong Mountains Financial Planning LLC is a fee-only registered adviser serving individual and high‑net‑worth clients with discretionary investment management and both ongoing and project‑based financial planning services. The firm advises on common asset types including stocks, bonds, mutual funds and ETFs, and discloses it may address clients’ exposure to emerging asset classes; it was formed and registered in 2026 and reported no assets under management at the time of its ADV filing.
The firm’s investment process combines asset‑allocation principles and Modern Portfolio Theory with a mix of passive and active strategies, and uses fundamental, technical and cyclical analysis to build portfolios tailored to client goals and risk tolerance. When engaged for investment management it generally acts on a discretionary basis and integrates financial planning into the client relationship, favoring long‑term holdings while permitting shorter‑term trades when deemed appropriate.
Compared with many peers, the firm is newly formed and highlights an unusual combination of operations and background: the principal’s professional history includes senior information‑management roles and an insurance/risk‑management designation (CPCU), and the firm emphasizes employee‑benefits optimization and risk management in planning. Operationally, the firm does not aggregate or “block” trades for multiple client accounts, relies on institutional platforms (Altruist and Schwab) for custody and execution, and allows client‑directed brokerage with the attendant limitations noted in its brochure.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Project-based financial planning fixed fees range from $2,500 to $4,000; initial comprehensive financial plan fee ranges from $1,000 to $2,000.
$0 - $1,000,000: 1.00% $1,000,001+: 0.75%
Hourly rate for project-based financial planning: $300 per hour.
Ongoing financial planning fee: monthly recurring fee generally ranging from $100 to $350, paid in advance after initial plan delivery.
Account minimum: $250,000 (may be reduced or waived on a case-by-case basis) Fee-only: Fee-only firm; no commissions or sales-related compensation received.
Main office location
Strong Mountains Financial Planning
Colorado Springs CO, United States
Number of offices
1
Most active in
Strong Mountains Financial Planning has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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