Firm
Mountain River Financial, LLC
Jenkintown, Pennsylvania
Fee-only
Mountain River Financial, LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 28 individual clients, 7 of them high net worth.
- Its average account is about $156,000 (assets it manages divided by its 113 accounts).
- Its ongoing planning fee starts at $3,600 a year, in line with the Pennsylvania median of $3,600.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Jenkintown, Pennsylvania |
|---|---|
| Website | mountainriverfinancial.com |
| [email protected] | |
| Phone | (267) 440-7858 |
Mountain River Financial, 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.
| Ongoing planning | From $3,600 a year |
|---|
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 | $18 million |
| Individual clients | 21 |
| High-net-worth clients | 7 |
| Accounts managed | 113 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 2, 2026 |
| SEC record | CRD 291335 |