Mountain Pass Planning is a financial planning and investment advisory firm based in Hopewell Junction, New York. The company presents itself as an alternative to traditional investment and financial planning models, emphasizing a holistic approach and flat-fee management. Its services include financial planning and asset management, with information available to help prospective clients understand its fee structure and approach.

Visitors can explore the firm’s team, client experience, services, frequently asked questions, and financial planning articles, or contact the company and access a client login. Mountain Pass also offers a free guide focused on whether there is a better way to pay for asset management services. Mountain Pass Planning Corporation is registered as an investment adviser with the U.

S. Securities and Exchange Commission; the firm notes that registration does not indicate a particular level of skill or training. Its website provides general information, not individualized investment advice, and cautions that investing involves risk, including possible loss of principal, with no guarantee that an investment strategy will succeed