William Luhrs is a registered investment advisor at Mount Financial Freedom, based in Cave Creek, AZ, with 7 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 67 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mount Financial Freedom does not directly state their investment management fees. They offer ongoing financial advisement services for a flat monthly fee of $300, which includes managing and reviewing your investments, teaching you how to track your finances, and providing quarterly reviews and a year-end refresh of your financial plan.
Location
Cave Creek, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the President and Consultant at Executive Scorecard Partners, LLC, a B2B Quality Consulting firm, since 2016. This activity is not investment-related and involves about 10-20% of his time.
Employment History
Current Registrations
Mount Financial Freedom
Previous Registrations
Prism Financial Concepts
State Registrations2 states
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.