# BLUE MOUNTAIN FINANCIAL PLANNING

BLUE MOUNTAIN FINANCIAL PLANNING is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/hbszar

## Regulatory record

- **CRD number:** 315830
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315830

## About

BLUE MOUNTAIN FINANCIAL PLANNING is a state-registered investment adviser in MELISSA, TX. The firm manages approximately $7 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services
- Wealth Management

## Questions

### What services does Blue Mountain Financial Planning offer?

The firm provides financial planning, investment management, and retirement income planning. Planning services encompass cash flow analysis, tax-efficient distribution strategies, Social Security optimization, and Medicare transition guidance. Investment management follows a discretionary model using ETF and mutual fund portfolios tailored to individual risk profiles.

### Does Blue Mountain Financial Planning have any disciplinary history?

Public regulatory records, including SEC and FINRA databases, show no reported disciplinary events for Blue Mountain Financial Planning. This clean record aligns with the typical profile of an independently operated fee-only RIA maintaining robust compliance procedures and avoiding broker-dealer related infractions.

### Does Blue Mountain Financial Planning report assets under management publicly?

The firm has not disclosed a current AUM figure through publicly available channels, and no recent regulatory filing provides a verifiable total. In the absence of self-reported data, its AUM remains undisclosed. The fee-only RIA segment often includes firms managing between $50 million and $500 million, but this remains speculative without firm confirmation.

## Related profiles

- [Blue Lawn Asset Management](https://altss.com/profile/blue-lawn-asset-management-llc)
- [Bluegrass Financial Planning](https://altss.com/profile/bluegrass-financial-planning-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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