BLUE MOUNTAIN FINANCIAL PLANNING

BLUE MOUNTAIN FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 315830). Regulatory assets under management: $7.5M.

Registration

• CRD: 315830
• Type: Registered investment adviser
• Phone: 972.413.5505
• Latest filing: 2026-03-29
• Regulatory AUM: $7.5M
• Discretionary AUM: $7.5M
• Clients: 1
• Accounts: 38

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315830 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search