CRD: 290743
Iron Mountain Financial Planning
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- WaveRadial prime +more
- Established Date
- 10-31-2017
- Office Locations
- 1
Office Locations
About Iron Mountain Financial Planning
Iron Mountain Financial Planning is a fee-only fiduciary RIA led by Brian Bickett (CFP, EA) focused on households 50+ preparing for or living in retirement. The firm provides retirement and income planning, tax-aware advice coordinated with clients’ tax pros, Social Security/Medicare guidance, and ongoing investment management designed to control costs and manage risk. Custody includes Schwab.
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Owner & Executives
BRIAN ROBERT BICKETT
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #6237339
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,252,031 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,252,031 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,252,031
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $365,306,530 | 9.9% |
| Cash | $926,181,203 | 25.1% |
| Equity - Exchange | $1,217,688,434 | 33.0% |
| Corporate - Investment Grade | $1,180,788,785 | 32.0% |
| Total | $3,689,964,952 | 100.0% |