Hannah Szarszewski
Blue Mountain Financial Planning, LLC · Lubbock, Texas
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.
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Specialties
Who they serve
- Mid-life transitions
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 |
| Accepting new clients | Yes |
| Assets under management | $7.5M across 38 accounts |
| Credentials | CFP · AFC |
| SEC registration | Investment adviser representative in TX · CRD 6597523 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bluemountainfp.com |
| Profile |
How Hannah's firm compares
- Blue Mountain Financial Planning, LLC's average account is about $197,000, from its Form ADV (assets managed divided by 38 accounts).
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Questions about Hannah
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lubbock
Other advisors in Texas who focus on equity compensation
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Blue 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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