Financial Mountain Inc

RIASEC RegisteredEst. 2026

Total AUM

$111M

Discretionary

$111M

100% of AUM

Avg account

$248K

Accounts

449

Employees

Advisory reps

Firm details

Headquarters: Boulder, Colorado
CRD number: 108489
Registered since: January 22, 2026
Website: financialmountainonline.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals69.16%
HNWI30.84%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Financial Mountain Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm registered with the SEC in 2026 and focuses on serving individual and family clients, offering financial planning and portfolio management services (including for small businesses). Its client-fee model combines percentage-of-AUM billing with fixed-fee engagements. The firm does not position itself as an ESG-focused investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.