Mountain Sky Investment Advisors fees and pricing

Financial planner in Santa Fe, New Mexico. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 14, 2026, Mountain Sky Investment Advisors charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees for Advisory Services Investment Management Services Investment advisory fees are paid monthly, in arrears of each month, pursuant to the terms of the investment advisory agreement.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

Its hourly rate of $300 matches the New Mexico median of $300. 42% of the 26 other New Mexico planners that publish an hourly rate charge less.
4 of the 6 other planners in Santa Fe that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

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% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 342446
Phone: (505) 362-6900

Is something on this page wrong or out of date?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.