Firm
Blue Mountain Financial Planning, LLC
Lubbock, Texas
Fee-only
Blue Mountain Financial Planning, LLC at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 7 individual clients.
- Its average account is about $197,000 (assets it manages divided by its 38 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Lubbock, Texas |
|---|---|
| Website | bluemountainfp.com |
| [email protected] | |
| Phone | (972) 413-5505 |
Blue Mountain Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"No Account Minimums" source
"Our services include ongoing financial planning and one-time financial advice." source
"Our services include ongoing financial planning and one-time financial advice." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 7 |
| Accounts managed | 38 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 29, 2026 |
| SEC record | CRD 315830 |