# Red Mountain Financial Partners

> Red Mountain Financial Partners is an SEC-registered investment advisory firm in Durango, CO, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 174672
- Filed as: RED MOUNTAIN FINANCIAL PARTNERS
- Legal name: Red Mountain Financial Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Durango, CO
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174672
- AdvisorCensus page: https://advisorcensus.com/firm/red-mountain-financial-partners-durango-co-174672

## Quick answers

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

**How much does Red Mountain Financial Partners charge?**
Its Form ADV Part 2A brochure dated March 9, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states); Flat fee: $100 to $5,000 (financial planning services); Hourly rate: $100 to $250 an hour (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Red Mountain Financial Partners located?**
Red Mountain Financial Partners' principal office is in Durango, CO, according to its Form ADV.

**Is Red Mountain Financial Partners registered with the SEC or a state?**
Red Mountain Financial Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 174672.

**How much does Red Mountain Financial Partners manage?**
Red Mountain Financial Partners reports $225,585,331 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have Red Mountain Financial Partners' assets and staff changed since 2022?**
In the Form ADV data for Red Mountain Financial Partners: Regulatory assets under management: $128,860,445 in the October 2022 data and $225,585,331 in the October 2026 data, up 75%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Red Mountain Financial Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (242); high net worth individuals (64); corporations or other businesses not listed above (7).

**Which custodians does Red Mountain Financial Partners use?**
Red Mountain Financial Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial as a custodian holding 10% or more of its separately managed account assets.

**Does Red Mountain Financial Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174672

**What changed in Red Mountain Financial Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $196,910,579 to $225,585,331 (+15%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> The specific manner in which fees are charged by the firm is established in a client’s written agreement between the client and Red Mountain Financial Partners – up to 1.5% of assets under management.

> The firm’s annual investment advisory fee shall be based upon a percentage (%) of the market value billed quarterly in advance based on the value on the last day of the previous quarter.

- Flat fee: $100 to $5,000 (financial planning services)

> We charge on an hourly or fixed fee basis for financial planning services. The total estimated fee, as well as the ultimate fee that we charge you, is based on the scope and complexity of our engagement with you but typically range from $100 - $5,000 per plan

- Hourly rate: $100 to $250 an hour (consulting services)

> We charge on an hourly or fixed fee basis for consulting services. The total estimated fee, as well as the ultimate fee that we charge you, is based on the scope and complexity of our engagement with you. Our hourly fees range from $100 - $250.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $225,585,331
- Discretionary: $225,585,331
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 242 | $62,196,440 |
| High net worth individuals | 64 | $147,752,906 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,251,898 |
| Corporations or other businesses not listed above | 7 | $13,384,087 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, MT, NM, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $128,860,445 | 3 | February 16, 2022 |
| October 2023 | $121,089,004 | 3 | March 9, 2023 |
| October 2024 | $169,259,480 | 3 | March 14, 2024 |
| October 2025 | $196,910,579 | 3 | February 26, 2025 |
| October 2026 | $225,585,331 | 3 | March 9, 2026 |

Regulatory assets under management: $128,860,445 in the October 2022 data and $225,585,331 in the October 2026 data, up 75%.
Total employees: 3 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $196,910,579 to $225,585,331 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Red Mountain Financial Partners (CRD 174672): Form ADV filing data as of October 2026.