William Luhrs
Mount Financial Freedom · Cave Creek, Arizona
William Luhrs is a fee-only financial advisor at Mount Financial Freedom in Cave Creek, Arizona. William charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $4,200 a year and one-time plans from $1,400).
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Facts
| Firm | Mount Financial Freedom |
|---|---|
| Based in | Cave Creek, Arizona |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $4,200 a year · One-time plans from $1,400 |
| Assets under management | $65.2M across 404 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6943209 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mountfinancialfreedom.com |
How William's firm compares
- Ongoing planning starts at $4,200 a year, below the Arizona median of $4,800 for fee-only firms that publish prices.
- A one-time plan starts at $1,400, below the Arizona median of $1,650 for fee-only firms that publish prices.
- Mount Financial Freedom's average account is about $161,000, from its Form ADV (assets managed divided by 404 accounts).
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Questions about William
Is William Luhrs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Mount Financial Freedom reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does William charge?
According to Mount Financial Freedom's website, checked October 30, 2026: ongoing planning from $4,200 a year; one-time plans from $1,400.
Where is William Luhrs based?
William Luhrs is based in Cave Creek, Arizona.
Is William Luhrs registered with the SEC?
Yes. William Luhrs is registered as an investment adviser representative in AZ and TX (CRD 6943209), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mount Financial Freedom manage?
Mount Financial Freedom reports $65.2M across 404 accounts in assets under management.
How do I contact William Luhrs?
Through William's website, mountfinancialfreedom.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
- Mount Financial Freedom website : specialties, clients served, and fees, checked October 30, 2026
- 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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