# Iron Mountain Financial Planning

> Iron Mountain Financial Planning is a state-registered investment advisory firm in Rapid City, SD, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 290743
- Filed as: IRON MOUNTAIN FINANCIAL PLANNING
- Legal name: Iron Mountain Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rapid City, SD
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290743
- AdvisorCensus page: https://advisorcensus.com/firm/iron-mountain-financial-planning-rapid-city-sd-290743

## Quick answers

**How is Iron Mountain Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Iron Mountain Financial Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Iron Mountain Financial Planning located?**
Iron Mountain Financial Planning's principal office is in Rapid City, SD, according to its Form ADV.

**Is Iron Mountain Financial Planning registered with the SEC or a state?**
Iron Mountain Financial Planning is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 290743.

**How much does Iron Mountain Financial Planning manage?**
Iron Mountain Financial Planning reports $42,252,031 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**What types of clients does Iron Mountain Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); high net worth individuals (14).

**Does Iron Mountain Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290743

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $42,252,031
- Discretionary: $42,252,031
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $17,186,542 |
| High net worth individuals | 14 | $25,065,489 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SD, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- imfinancialplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Iron Mountain Financial Planning (CRD 290743): Form ADV filing data as of October 2026.