Brian Bickett
Iron Mountain Financial Planning, LLC · Rapid City, South Dakota
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $42.3M across 245 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SD, WY · CRD 6237339 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | imfinancialplanning.com |
| Profile |
How Brian's firm compares
- Iron Mountain Financial Planning, LLC's average account is about $172,000, from its Form ADV (assets managed divided by 245 accounts).
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Questions about Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Iron Mountain Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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