Firm
Second Mountain Financial
Redondo Beach, California
Fee-only
Second Mountain Financial at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 19 individual clients, 18 of them high net worth.
- Its average account is about $535,000 (assets it manages divided by its 70 accounts).
- Its ongoing planning fee starts at $5,000 a year, below the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Redondo Beach, California |
|---|---|
| Website | secondmountainfinancial.com |
| Phone | (310) 373-3952 |
Second Mountain Financial 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 $5,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"With a flat annual retainer fee of $5,000" source
"With a flat annual retainer fee of $5,000" source
"With a flat annual retainer fee of $5,000" source
"we will agree on a flat fee to "research a route" by designing a financial plan" 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 · Fixed fees |
|---|---|
| Assets managed | $37 million |
| Individual clients | 1 |
| High-net-worth clients | 18 |
| Accounts managed | 70 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 12, 2026 |
| SEC record | CRD 152493 |