# Brian Bickett

> Brian Bickett is a fee-only financial advisor at Iron Mountain Financial Planning, LLC in Rapid City, South Dakota, who holds the CFP credential. Brian charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed and a $750,000 asset minimum) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/brian-bickett/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Iron Mountain Financial Planning, LLC
- **Based in:** Rapid City, South Dakota
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $750,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $42.3M across 245 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6237339 (https://adviserinfo.sec.gov/individual/summary/6237339)
- **SEC registration:** Investment adviser representative in SD, WY
- **Exams passed:** Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://imfinancialplanning.com

## Frequently asked questions

### Is Brian Bickett a fee-only financial advisor?

Yes. Brian Bickett is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brian's firm.

### How does Brian charge for financial advice?

Brian charges a percentage of assets and an ongoing planning fee.

### How much does Brian charge?

According to Iron Mountain Financial Planning, LLC's website, checked October 28, 2026: 1% a year on the first tier of assets managed; a $750,000 asset minimum.

### Does Brian work with clients virtually?

Yes. Iron Mountain Financial Planning, LLC says on its website that it works with clients remotely.

### Where is Brian Bickett based?

Brian Bickett is based in Rapid City, South Dakota.

### What does Brian specialize in?

Brian's specialties include retirement planning and tax planning. Brian works with pre-retirees and retirees.

### What credentials does Brian Bickett hold?

Brian Bickett holds the CFP credential.

### Is Brian Bickett registered with the SEC?

Yes. Brian Bickett is registered as an investment adviser representative in SD and WY (CRD 6237339), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Iron Mountain Financial Planning, LLC manage?

Iron Mountain Financial Planning, LLC reports $42.3M across 245 accounts in assets under management.

### How do I contact Brian Bickett?

Through Brian's website, imfinancialplanning.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/brian-bickett-10535): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://imfinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.