MOUNTAIN PASS PLANNING

Overview

Mountain Pass Planning is an independent registered investment adviser that provides fee-based financial planning and portfolio management primarily for individuals and small businesses. The firm operates under a mix of billing approaches — percentage of assets under management, hourly charges and fixed fees — which allows it to tailor engagements from ongoing discretionary asset management to project-based planning work. Investment activity centers on publicly available pooled funds for core exposures, with a notable supplement of third‑party real estate allocations. The firm does not act as a capital allocator (it relies on outside managers for alternatives), and it does not identify as an active ESG investor. As a smaller independent RIA founded and SEC‑registered beginning in 2021, Mountain Pass Planning positions itself to deliver hands-on planning and portfolio oversight rather than large-scale institutional services.

Assets & Accounts

Investments & Alternatives

Location & Offices