Mountain Pass Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Projects will be billed on an hourly rate basis at a rate of $300.00 an hour.”

Monthly fee

$425/mo

“We offer this combined service for a minimum upfront fee of $2,000, which is negotiable, and a flat fee of $425.00 per month, which is not negotiable, payable in advance, or $5,100 per year.”

Annual fee

$5,100/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mountain Pass Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check or by credit card.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Upon termination of any account, the fee will be prorated, and any unearned fee will be refunded to the client.”

How Mountain Pass Planning’s fees compare

• Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
• Its annual fee of $5,100 is below the New York median of $6,250. 44% of the 80 other New York planners that publish an annual fee charge less.

About Mountain Pass Planning

• Principal: James DeVico
• Solo practice: one person runs the firm, so you work directly with the planner.
• 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

1.25% a year

Clients

129

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$74,935,647

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

283389

Website

mountainpassplanning.com (opens in new tab)

Phone

(845) 592-0789

Can advise clients in 2 states: New Jersey, New York

Other planners in New York that publish fees

• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• Acacia Grove Wealth ManagementSchenectady$300/hr

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