High Mountain Financial Planning

Overview

High Mountain Financial Planning is an individually owned limited liability company that provides fee-based financial planning and portfolio management services. The firm works with both individuals and small businesses, and also offers portfolio management for larger business or institutional clients, selection-of-advisers services, pension consulting support, and educational seminars and workshops. It reports using multiple fee arrangements, including a percentage of assets under management, hourly billing, fixed fees and other fee types. The firm identifies as an active ESG investor and acts as a capital allocator, meaning it sources and places client capital with outside managers as part of its solutions.

Assets & Accounts

Investments & Alternatives