Financial Mountain Inc fees and pricing
Financial planner in Boulder, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated December 22, 2025, Financial Mountain Inc charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed December 22, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“Fixed fee services are offered based on a fixed fee to never exceed $5,000 depending on the complexity of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Mountain Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
- “Fees are billed upon completion of the plan. 5 B.”
- “Fees are generally invoiced directly to the Client but may also be deducted from another account held with FMI.”
How Financial Mountain Inc’s fees compare
- Its flat or project fee of $5,000 is below the Colorado median of $5,250. 44% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 4 of the 9 other planners in Boulder that publish a flat or project fee charge less.
About Financial Mountain Inc
- Firm size: 2 employees.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 127
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $111,337,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108489
- Phone
- (303) 351-1517
Other planners in Boulder that publish fees
- Bear Peak Financial, LLCBoulder$200/hr
- Berman, GilBoulder$450/hr, $1,250-$10,000/qtr
- Business Financial Strategies, LTD.Boulder$125/hr
- Caledonia Wealth Management, LTD.Boulder$150-$250/hr
- Colorado Capital ManagementBoulder$250/hr, $2,500-$5,000
- Cornerstone Investment Advisors, LLCBoulder$300/hr, $1,000-$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Is something on this page wrong or out of date?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.