CEDAR MOUNTAIN ADVISORS, LLC
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About the firm
Cedar Mountain Advisors, LLC is a financial advisory firm dedicated to providing investment management and strategic wealth planning. The firm strives to provide unbiased opinions designed to achieve long-term investment results, operating with trust, integrity, and respect using a team approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Dynamic Financial Planning, Professional Asset Management, and Qualified Retirement Plans. Products and services include retirement planning, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, other retirement savings plans designed for employee groups, life insurance, long-term care, disability and critical illness, health insurance, and group health benefits.
Who they serve
Individual clients with unique financial situations, including employee groups
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 593 | $219M |
| High Net Worth Individuals | 239 | $596M |
| Charitable Organizations | 38 | $377M |
| State/Municipal Entities | 13 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First tier | 1.75% |
| Second tier | 1.50% |
| Third tier | 1.25% |
| Fourth tier | 1.15% |
| Fifth tier | — |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CEDAR MOUNTAIN ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.