Reid McIntyre
Financial Mountain · Boulder, Colorado
Reid McIntyre is a fee-only financial advisor at Financial Mountain in Boulder, Colorado. Financial Mountain reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Financial Mountain |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $111.3M across 449 accounts |
| SEC registration | Investment adviser representative in CO · CRD 5509377 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.financialmountainonline.com |
How Reid's firm compares
- Financial Mountain's average account is about $248,000, from its Form ADV (assets managed divided by 449 accounts).
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Questions about Reid
Is Reid McIntyre a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Reid holds no broker registration, and Financial Mountain reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Reid charge for financial advice?
Reid's firm, Financial Mountain, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Reid McIntyre based?
Reid McIntyre is based in Boulder, Colorado.
Is Reid McIntyre registered with the SEC?
Yes. Reid McIntyre is registered as an investment adviser representative in CO (CRD 5509377), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Mountain manage?
Financial Mountain reports $111.3M across 449 accounts in assets under management.
How do I contact Reid McIntyre?
Through Reid's website, www.financialmountainonline.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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