Mountain Pass Planning

Retirement Planning Firm in Pawling, NY

Firm Info
Address: 2537 NY-52 #1, Hopewell Junction, NY 12533, USA
Phone: (845) 592-0789

Firm Size
Assets Under Management: $34.2 million
# of Advisors: 1
# of Clients: 174
Client to Advisor Ratio: 174:1
Average Account Size: $196,807
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Mountain Pass Planning Overview

Mountain Pass Planning is a fee only registered investment advisory firm that specializes in investment advice only. Based in Hopewell Junction, NY, the firm has been in business since 2021. With an emphasis on client relationships, Mountain Pass Planning offers a range of services to individuals and small businesses, including financial planning and portfolio management. As a fee only firm, Mountain Pass Planning focuses exclusively on providing objective advice without any conflicts of interest. This approach ensures that the firm's advice is always in the best interests of its clients. With headquarters in Hopewell Junction, NY, the firm has built a reputation for delivering personalized services that are tailored to each client's unique needs. Mountain Pass Planning's primary services include financial planning and portfolio management. Whether clients are seeking guidance on their retirement goals or looking to grow their wealth through investments, the firm has the expertise to help. With a focus on education and communication, Mountain Pass Planning works closely with clients to help them achieve their financial goals and navigate the complexities of investing. Overall, Mountain Pass Planning is a forward-thinking investment advisory firm that combines personalized service with a fee only approach. With a commitment to transparency and objectivity, the firm is well positioned to deliver exceptional results for its clients. Whether clients need help with financial planning or portfolio management, Mountain Pass Planning is the ideal partner for those seeking expert advice and guidance.

Mountain Pass Planning offers comprehensive financial planning and investment management services to a diverse range of clients. From individuals seeking to plan for their future to high net worth individuals with complex financial needs, the firm provides tailored solutions to meet each client's unique goals. Mountain Pass Planning prides itself on delivering personalized service and building long-term relationships with its clients. When it comes to fee structures, Mountain Pass Planning offers flexibility depending on the service provided. Clients may opt for a percentage of assets under management (AUM) fee structure, which is a percentage of the total assets managed. Alternatively, clients may choose to pay hourly rates for certain services or select a fixed fee arrangement. The firm strives to be transparent about its fees and encourages clients to discuss their preferences and needs to determine the best payment structure for their situation. Overall, Mountain Pass Planning is committed to delivering high-quality, comprehensive financial planning services to clients from all walks of life.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Mountain Pass Planning does not mention anything about the firm's investment minimum.

How This Office Can Help Pawling, NY Residents

Mountain Pass Planning provides customized financial planning services to individuals and families in Pawling, NY. This includes assistance with retirement planning, investment management, tax planning, estate planning, and more. Their team of experienced professionals works closely with each client to understand their unique financial situation and develop a personalized plan to help them reach their goals. Living in Pawling, NY, individuals and families may face various financial challenges. With a cost of living slightly higher than the national average, it can be challenging to balance day-to-day expenses while saving for retirement or other long-term financial goals. Additionally, high property taxes in the area may make it difficult for homeowners to maintain their properties and save for future expenses. Mountain Pass Planning understands these challenges and works with clients to create a financial plan that addresses their specific needs and goals, helping them achieve financial stability and success.


Services Offered by Mountain Pass Planning

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Mountain Pass Planning most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2537 NY-52 #1, Hopewell Junction, NY 12533, USA
Phone (845) 592-0789
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Mountain Pass Planning is registered to service clients in the following states:

  • Connecticut
  • New Jersey
  • New York

Disciplinary History

Mountain Pass Planning does not have any disclosures. Please visit it's Form ADV for more details.