Red Mountain Financial Partners fees and pricing

Financial planner in Durango, Colorado. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 9, 2026, Red Mountain Financial Partners charges $100⁠-⁠$250 an hour and a flat or project fee of $100⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$250/hr
“Our hourly fees range from $100 - $250.”
Flat or project fee
$100⁠-⁠$5,000
“The total estimated fee, as well as the ultimate fee that we charge you, is based on the scope and complexity of our engagement with you but typically range from $100 - $5,000 per plan Hourly Consulting Services We charge on an hourly or fixed fee basis for consulting services.”

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

How Red Mountain Financial Partners bills

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

  • “The firm’s annual investment advisory fee shall be based upon a percentage (%) of the market value billed quarterly in advance based on the value on the last day of the previous quarter.”
  • “Clients may terminate the agreement without penalty for a full refund of fees within five business days of signing the Investment Advisory Contract.”

How Red Mountain Financial Partners’ fees compare

  • Its hourly rate of $100-$250 is below the Colorado median of $300. 9% of the 231 other Colorado planners that publish an hourly rate charge less.
  • 1 of the 4 other planners in Durango that publish an hourly rate charge less.
  • Its flat or project fee of $100-$5,000 is below the Colorado median of $5,250. 24% of the 214 other Colorado planners that publish a flat or project fee charge less.
  • None of the 3 other planners in Durango that publish a flat or project fee charge less.

About Red Mountain Financial Partners

  • Firm size: 3 employees.
  • Registered as an adviser: 2022 (4 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
Clients
306
Employees
3
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$225,585,331
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
174672
Website
redmountainfinancialpartners.com (opens in new tab)
Phone
(970) 259-1313

Can advise clients in 6 states: Arizona, California, Colorado, Montana, New Mexico, Texas

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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.