PlannerFees

Mountainaire Financial Strategies fees and pricing

Financial planner in Denver, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Mountainaire Financial Strategies charges $150⁠-⁠$250 an hour, a flat or project fee of $500, and a quarterly fee of $550⁠-⁠$3,500 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-⁠$250/hr
“Accounts initiated or terminated in the middle of a billing period will be invoiced for a pro-rated fee based on the amount of time remaining in the billing period. 2) Project-Based Financial Planning Fees are invoiced at an hourly rate of between $150 and $250 per hour, depending on complexity.”
Flat or project fee
$500
“Flat fees range from $350 $2500 per quarter, based on the amount invested. 4 With all compensation options above, a deposit is requested before Financial Planning services are provided of no greater than $500.”
Quarterly fee
$550⁠-⁠$3,500/qtr
“Advisory fees range from $550 to $3500 per quarter, depending on complexity and needs.”

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

How Mountainaire Financial Strategies bills

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

  • “After an initial upfront deposit, fees are invoiced monthly in arrears, and shall be paid by Client within 10 business days. 3) Investment Management Fees are for a Client(s) that determines they would only like Investment Management Services at this time.”

How Mountainaire Financial Strategies’ fees compare

  • Its hourly rate of $150-$250 is below the Colorado median of $300. 14% of the 231 other Colorado planners that publish an hourly rate charge less.
  • 4 of the 42 other planners in Denver that publish an hourly rate charge less.
  • Its flat or project fee of $500 is below the Colorado median of $5,250. 3% of the 214 other Colorado planners that publish a flat or project fee charge less.
  • 1 of the 39 other planners in Denver that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Mountainaire Financial Strategies

“If you are near retirement or already retired, advice may be given on appropriate distribution strategies to minimize the likelihood of running out of money or having to adversely alter spending during your retirement years. ● Financial Goals Setting: We will help Clients identify financial goals and develop a plan…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Tannen Mitchell-Briggs
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Clients
56
Employees
1
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$29,580,710
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
304419
Website
mymountainair.com (opens in new tab)
Phone
(303) 947-3369

Can advise clients in 2 states: Colorado, South Dakota

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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.