RIA Intel›Advisers›Texas›MOUNTAIN FLOWER INVESTMENTS & PLANNING, LLC

MOUNTAIN FLOWER INVESTMENTS & PLANNING, LLC

Advisory

TX

Data as of Apr 29, 2026 · Source: SEC Form ADV

Rank in TX

#2,258

of 2,813 advisers by AUM

Average account

$248K

across 58 accounts

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

16 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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WILSON INVESTMENT SERVICES, LLC

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TEXAS REGISTERED FINANCIAL CONSULTANTS, PLLC

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