Strong Mountains Financial Planning

Fee-Only (% of Portfolio)Fixed/Hourly

Strong Mountains Financial Planning LLC is a registered investment advisor located in Colorado Springs, Colorado, founded in 2026. Strong Mountains Financial Planning provides personalized investment management and financial planning services to individuals and high-net-worth clients. The firm uses Modern Portfolio Theory and a combination of passive and active investment strategies, focusing on long-term goals while considering risk tolerance and tax efficiency. In addition to portfolio management, Strong Mountains Financial Planning offers comprehensive financial planning covering retirement, cash flow and debt management, college savings, employee benefits, estate planning, insurance, risk management, and tax planning strategies. Clients who engage Strong Mountains Financial Planning for investment management receive financial planning at no additional cost. The firm operates as a fee-only advisor, meaning compensation comes solely from clients rather than commissions or third-party product sales.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.75%

Fees are negotiable. Financial planning is included at no additional cost for investment management clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm