Firm
Mountain Pass Planning
Hopewell Junction, New York
Fee-only
Mountain Pass Planning at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 129 individual clients, 34 of them high net worth.
- Its average account is about $307,000 (assets it manages divided by its 244 accounts).
- Its ongoing planning fee starts at $5,100 a year, above the New York median of $3,600.
- Its hourly rate of $300 is in line with the New York median of $300.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Hopewell Junction, New York |
|---|---|
| Website | mountainpassplanning.com |
| Phone | (845) 592-0789 |
Mountain Pass Planning 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 $5,100 a year |
|---|---|
| Hourly | $300 an hour |
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Flat fee · Hourly · Percentage of assets · Ongoing planning fee |
In the firm's words
"continuous asset management for one flat fee of $425 per month, regardless of your account balance" source
"These planning and ala carte solutions are based on an hourly rate of $300" source
"or an ongoing asset management fee starting at 1.25% per year" source
"continuous asset management for one flat fee of $425 per month, regardless of your account balance" 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $75 million |
| Individual clients | 95 |
| High-net-worth clients | 34 |
| Accounts managed | 244 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-121541) |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 283389 |