Mountain Wealth Planning

Mountain Wealth Planning (CRD# 311290) is a financial advisory firm headquartered in Fraser, CO. They manage $4,817,804 in 70 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
Po Box 1901, Fraser, CO 80442
https://www.facebook.com/amymwp
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $68,826
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Mountain Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
1
Amy Hamasaki, financial advisor Winter Park CO
Amy M. Hamasaki
CRD#: 3134169
79050 Us Hwy 40, Suite 202d, Winter Park, CO 80482

Amy Hamasaki (CRD# 3134169) is an Investment Advisor Representative working at Mountain Wealth Planning in Winter Park, CO and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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