First Ascent Planning LLC is a registered investment advisor founded in 2025 and owned by Tyrel Mack, operating out of Driggs, Idaho. The firm specializes in delivering fee-only financial planning and consulting services to individuals, families, small business owners, trusts, and estates. Services are provided primarily through one-on-one consultations and cover areas such as retirement planning, investment planning and portfolio review, cash flow and budgeting analysis, education funding, tax-aware planning, employee benefits, estate planning coordination, and insurance review. First Ascent Planning does not offer ongoing investment management services, does not manage client assets or maintain custody of funds, and does not have the authority to trade on behalf of clients. Engagements are typically project-based and conclude once the recommendations are delivered. The firm has no minimum asset, income, or net worth requirements for clients.
Fee Structure
- Hourly consulting and financial planning — $300 per hour for comprehensive or limited-scope planning services covering retirement, cash flow, tax-aware strategies, insurance, and estate coordination.