Iron Mountain Financial Planning fees and pricing
Financial planner in Rapid City, South Dakota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Iron Mountain Financial Planning charges a flat or project fee of $250-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250-$15,000
“Fixed fee rates range from $250 to $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Iron Mountain Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Advisory Contract may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the Advisory Contract.”
- “Fees are paid monthly in arrears, ranging from $100 to $1,250.”
How Iron Mountain Financial Planning’s fees compare
- Its flat or project fee of $250-$15,000 spans the South Dakota median of $5,250. 71% of the 14 other South Dakota planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Rapid City that publish a flat or project fee charge less.
About Iron Mountain Financial Planning
“We offer Financial Planning and Investment Management services.”
- Principal: Brian Bickett
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 years).
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% a year
- Clients
- 69
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $42,252,031
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290743
- Phone
- (605) 787-1255
Can advise clients in 2 states: South Dakota, Wyoming
Other planners in Rapid City that publish fees
- Applied Financial WisdomRapid City$10,000
- Astute Financial, LLCRapid City$500-$10,000, $300-$1,500/qtr
- KFG, LLCRapid City$990/hr, $350-$650
- Alternative Strategies Group, Inc.Sioux Falls$1,000
- Aspen Private Advisors, LLCSioux Falls$400/hr, $50,000
- Big Sioux Wealth ManagementWatertown$250/hr
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.