Blue Mountain Financial Planning

Blue Mountain Financial Planning (CRD# 315830) is a financial advisory firm headquartered in Melissa, TX. They manage $3,449,460 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 91, Melissa, TX 75454
http://bluemountainfp.com/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $215,591
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Blue Mountain Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Hannah Szarszewski, financial advisor Melissa TX
Hannah B. Szarszewski
CRD#: 6597523
Melissa, TX

Hannah Szarszewski (CRD# 6597523) is an Investment Advisor Representative working at Blue Mountain Financial Planning in Melissa, TX and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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