# Hannah Szarszewski

> Hannah Szarszewski is a fee-only financial advisor at Blue Mountain Financial Planning, LLC in Lubbock, Texas, who holds the CFP and AFC credentials. Hannah charges an ongoing planning fee and a one-time planning fee (no asset minimum) and focuses on equity compensation, tax planning and student loans.

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

## Facts

- **Firm:** Blue Mountain Financial Planning, LLC
- **Based in:** Lubbock, Texas
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $7.5M across 38 accounts
- **Credentials:** CFP, AFC
- **Specialties:** Equity compensation, Tax planning, Student loans, Estate & legacy planning, Small business owners
- **Works with:** Mid-life transitions
- **CRD:** 6597523 (https://adviserinfo.sec.gov/individual/summary/6597523)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://bluemountainfp.com

## Frequently asked questions

### Is Hannah Szarszewski a fee-only financial advisor?

Yes. Hannah Szarszewski 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 Hannah's firm.

### How does Hannah charge for financial advice?

Hannah charges an ongoing planning fee and a one-time planning fee.

### How much does Hannah charge?

According to Blue Mountain Financial Planning, LLC's website, checked October 28, 2026: no asset minimum.

### Does Hannah work with clients virtually?

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

### Where is Hannah Szarszewski based?

Hannah Szarszewski is based in Lubbock, Texas.

### What does Hannah specialize in?

Hannah's specialties include equity compensation, tax planning, student loans, estate & legacy planning and small business owners. Hannah works with mid-life transitions.

### What credentials does Hannah Szarszewski hold?

Hannah Szarszewski holds the CFP and AFC credentials.

### Is Hannah Szarszewski registered with the SEC?

Yes. Hannah Szarszewski is registered as an investment adviser representative in TX (CRD 6597523), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

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

Blue Mountain Financial Planning, LLC reports $7.5M across 38 accounts in assets under management.

### How do I contact Hannah Szarszewski?

Through Hannah's website, bluemountainfp.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/hannah-szarszewski-11487): 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://bluemountainfp.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.