# Mount Financial Freedom

> Mount Financial Freedom is a state-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 313406
- Filed as: MOUNT FINANCIAL FREEDOM
- Legal name: Mount Financial Freedom LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313406
- AdvisorCensus page: https://advisorcensus.com/firm/mount-financial-freedom-313406

## Quick answers

**How is Mount Financial Freedom compensated?**
On its Form ADV (Item 5.E, October 2026), Mount Financial Freedom reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Mount Financial Freedom registered with the SEC or a state?**
Mount Financial Freedom is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313406.

**How much does Mount Financial Freedom manage?**
Mount Financial Freedom reports $65,204,160 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (94% discretionary).

**What types of clients does Mount Financial Freedom serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (25).

**Does Mount Financial Freedom 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/313406

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $65,204,160
- Discretionary: $61,562,775
- Non-discretionary: $3,641,385

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $15,046,932 |
| High net worth individuals | 25 | $50,157,228 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mount Financial Freedom (CRD 313406): Form ADV filing data as of October 2026.