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
- Phone
- (702) 802-3400
Other planners in Las Vegas that publish fees
- Adaptive Wealth EngineeringLas Vegas$500/hr
- Backbone Planning Partners LLCLas Vegas$500-$15,000, $5,000-$50,000/yr
- Bird Spring Financial LLCLas Vegas$350-$500/hr, $525-$7,500
- Black Card CircleLas Vegas$350/hr, $1,500-$50,000
- Buckley WealthLas Vegas$50,000, $50,000/yr
- Clarity Council Financial, LLCLas Vegas$200/hr, $1,000
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.