Hannah Szarszewski is a CFP-designated registered investment advisor at Blue Mountain Financial Planning, based in Melissa, TX, with 7 years of industry experience. Hannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included at no additional charge for clients who engage in ongoing financial planning services.
Contact
Hannah Szarszewski
Location
Melissa, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Hannah owns Blue Mountain Money Education, LLC, where she provides financial literacy and educational content. This activity takes minimal time during trading hours.
Employment History
Current Registrations
Blue Mountain Financial Planning
Previous Registrations
Keener Financial Planning
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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