Green Mountain Planning
Green Mountain Planning (CRD# 297295) is a financial advisory firm headquartered in Lakewood, CO. They manage $12,422,000 in 16 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$776,375
Compensation Options
- A percentage of assets under your management
- 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
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Green Mountain Planning
1
Nestor Vargas (CRD# 5871563) is an Investment Advisor Representative working at Green Mountain Planning in Lakewood, CO and has over 13 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.