Firm
Mount Financial Freedom
Cave Creek, Arizona
Fee-only
Mount Financial Freedom at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 68 individual clients, 25 of them high net worth.
- Its average account is about $161,000 (assets it manages divided by its 404 accounts).
- Its ongoing planning fee starts at $4,200 a year, below the Arizona median of $4,800.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Cave Creek, Arizona |
|---|---|
| Website | mountfinancialfreedom.com |
| Phone | (480) 823-5515 |
Mount Financial Freedom fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,200 a year |
|---|---|
| One-time plan | From $1,400 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Our Fee - A flat $4,200 per year ($350/m)" source
"Planning Fee: One-time $1,400 which covers the first (4) months of your journey" source
"Our Fee - A flat $4,200 per year ($350/m)" source
"Fee: A fixed $350/m fee starting in month 5 of your journey" 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 | Fixed fees |
|---|---|
| Assets managed | $65 million |
| Individual clients | 43 |
| High-net-worth clients | 25 |
| Accounts managed | 404 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 313406 |