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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- WavePioneer glacier +more
- Established Date
- 08-05-2021
- Office Locations
- 1
Office Locations
About Blue Mountain Financial Planning
Blue Mountain Financial Planning is a Texas-based, fee-only firm providing ongoing financial planning and one-time advice, working virtually with clients nationwide. The practice centers on goal-based planning through life transitions, helping couples coordinate spending/saving decisions, navigate trade-offs, and stay accountable. Founder Hannah Szarszewski was named to InvestmentNews 40 Under 40; client assets are custodied at Schwab.
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Owner & Executives
HANNAH BETH SZARSZEWSKI
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #6597523
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,467,271 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,467,271 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,467,271
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $264,121,400 | 39.4% |
| Cash | $406,237,482 | 60.6% |
| Total | $670,358,882 | 100.0% |