Mountain View Financial Advisors fees and pricing

Financial planner in Las Vegas, Nevada. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Mountain View Financial Advisors charges $150⁠-⁠$350 an hour and an annual fee of $500⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$350/hr
“Financial planning clients pay an hourly rate ranging from $150 per hour to $350 per hour based on the client’s assets and the scope and complexity of the project.”
Annual fee
$500⁠-⁠$5,000/yr
“In addition to management fees, Non-Pooled Defined Contribution Plans pay annual fixed fees ranging from $500 to $5,000.”

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

How Mountain View Financial Advisors bills

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

  • “Wealth management fees are negotiable and the specific fee schedule applicable to each client will be documented in the client’s Exhibit III – Fee Schedule, which is a part of the investment advisory agreement or engagement letter.”
  • “All pension consulting management fees are negotiable and the specific fee schedule applicable to each client will be documented in the client’s Exhibit III – Fee Schedule, which is a part of the investment advisory agreement or engagement letter.”
  • “Management fees for Group Business Retirement Defined Contribution Plans are invoiced in arrears to the plan sponsor and are payable upon receipt.”

How Mountain View Financial Advisors’ fees compare

  • Its hourly rate of $150-$350 spans the Nevada median of $300. 23% of the 64 other Nevada planners that publish an hourly rate charge less.
  • 5 of the 24 other planners in Las Vegas that publish an hourly rate charge less.
  • Its annual fee of $500-$5,000 is below the Nevada median of $8,000. 19% of the 16 other Nevada planners that publish an annual fee charge less.
  • 2 of the 9 other planners in Las Vegas that publish an annual fee charge less.

About Mountain View Financial Advisors

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2018 (8 years).

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
1.5% a year
Minimum
$2,500 minimum fee (stated in brochure)
Clients
113
Employees
1
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed
$73,649,703
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
297765
Website
mountainviewfinancialadvisors.com (opens in new tab)
Phone
(702) 802-3400

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