Bethany Aylor
Peak Asset Management · Louisville, Colorado
Bethany Aylor is a fee-only financial advisor at Peak Asset Management in Louisville, Colorado, who holds the CFP credential. Bethany charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Divorced individuals
Facts
| Firm | Peak Asset Management |
|---|---|
| Based in | Louisville, Colorado |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Assets under management | $1.01B across 1,119 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 6353182 |
| Exams passed | Series 63 (2015) · Series 66 (2019) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.peakam.com |
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Questions about Bethany
Is Bethany Aylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bethany holds no broker registration, and Peak Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bethany charge for financial advice?
Bethany charges a percentage of assets.
How much does Bethany charge?
According to Peak Asset Management's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Where is Bethany Aylor based?
Bethany Aylor is based in Louisville, Colorado.
What does Bethany specialize in?
Bethany's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation, founders (pre-exit) and pension planning. Bethany works with pre-retirees and divorced individuals.
What credentials does Bethany Aylor hold?
Bethany Aylor holds the CFP credential.
Is Bethany Aylor registered with the SEC?
Yes. Bethany Aylor is registered as an investment adviser representative in CO (CRD 6353182), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Peak Asset Management manage?
Peak Asset Management reports $1.01B across 1,119 accounts in assets under management.
How do I contact Bethany Aylor?
Through Bethany's website, www.peakam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Peak Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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