Blue Mountain Financial Planning fees and pricing
Financial planner in Melissa, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 29, 2026, Blue Mountain Financial Planning charges $300 an hour, a flat or project fee of $1,500-$4,000, a monthly fee of $350-$1,500, and a quarterly fee of $1,050-$4,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Financial Planning engagements are offered at an hourly rate of $300-400 per hour, depending on complexity.”
- Flat or project fee
- $1,500-$4,000
“Ongoing Financial Planning & Investment Management Services Ongoing Financial Planning consists of an upfront charge of $1,500 to $4,000 and an ongoing fee that is paid in arrears, either monthly or quarterly.”
- Monthly fee
- $350-$1,500/mo
“For clients paying monthly, the fee is $350-$1,500 per month.”
- Quarterly fee
- $1,050-$4,500/qtr
“For clients paying quarterly, the fee is $1,050-$4,500 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Blue Mountain Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are based on complexity and needs of the client, and may be negotiable in certain cases.”
- “Fees for this service may be paid by electronic funds transfer or check.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
How Blue Mountain Financial Planning’s fees compare
- Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$4,000 spans the Texas median of $3,850. 32% of the 401 other Texas planners that publish a flat or project fee charge less.
About Blue Mountain Financial Planning
- Principal: Hannah Szarszewski
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, CPA, and ChFC®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 7
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $7,467,271
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315830
- Phone
- (972) 413-5505
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.