MOUNTAIN PASS PLANNING
SEC RegisteredYour Financial Advocate in Hopewell Junction, New York
About the firm
Mountain Pass Planning challenges traditional investment and financial planning models with holistic and flat-fee management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Holistic and flat-fee investment and financial planning management, including asset management services.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 95 | $23M |
| High Net Worth Individuals | 34 | $51M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Investment Management - $390,000 and Below | 1.25% |
| Investment Management - $390,001 to $537,000 | 0.95% |
Data as of March 3, 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. MOUNTAIN PASS PLANNING 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.