# Mountain Flower Investments & Planning, LLC

> Mountain Flower Investments & Planning, LLC is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 305469
- Filed as: MOUNTAIN FLOWER INVESTMENTS & PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305469
- AdvisorCensus page: https://advisorcensus.com/firm/mountain-flower-investments-and-planning-llc-305469

## Quick answers

**How is Mountain Flower Investments & Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mountain Flower Investments & Planning, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Mountain Flower Investments & Planning, LLC registered with the SEC or a state?**
Mountain Flower Investments & Planning, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305469.

**How much does Mountain Flower Investments & Planning, LLC manage?**
Mountain Flower Investments & Planning, LLC reports $14,401,646 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary).

**What types of clients does Mountain Flower Investments & Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16).

**Does Mountain Flower Investments & Planning, LLC 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/305469

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $14,401,646
- Discretionary: $14,401,646
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $8,609,759 |
| High net worth individuals | Fewer than 5 | $5,791,887 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (6 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [directory.cfainstitute.org/profile/5D510840E549BB72C2CA7FAF7652E767A54BCF07](https://directory.cfainstitute.org/profile/5D510840E549BB72C2CA7FAF7652E767A54BCF07)
- [feeonlynetwork.com/financial-advisor/erica-blake](https://feeonlynetwork.com/financial-advisor/erica-blake)
- [letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/e5f0fe8b-c0e3-4916-8f63-085fd4b050cd](https://letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/e5f0fe8b-c0e3-4916-8f63-085fd4b050cd)
- [mountainflowerinvest.com](https://mountainflowerinvest.com)
- Facebook @MountainFlowerInvest
- LinkedIn @mountainflowerinvest

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mountain Flower Investments & Planning, LLC (CRD 305469): Form ADV filing data as of October 2026.