# Brian Fraser

> Brian Fraser is a fee-only financial advisor at Canyon Creek Investment Advisors in Fruita, Colorado, who holds the CFA credential. Brian focuses on small business owners, founders (pre-exit) and family wealth transfer. Canyon Creek Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-fraser/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Canyon Creek Investment Advisors
- **Based in:** Fruita, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $54.7M across 118 accounts
- **Credentials:** CFA
- **Specialties:** Small business owners, Founders (pre-exit), Family wealth transfer
- **Works with:** Retirees, High earners, Founders
- **CRD:** 5713121 (https://adviserinfo.sec.gov/individual/summary/5713121)
- **SEC registration:** Investment adviser representative in CO
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://canyoncreekinvestment.com/

## Frequently asked questions

### Is Brian Fraser a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Canyon Creek Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Canyon Creek Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brian Fraser based?

Brian Fraser is based in Fruita, Colorado.

### What does Brian specialize in?

Brian's specialties include small business owners, founders (pre-exit) and family wealth transfer. Brian works with retirees, high earners and founders.

### What credentials does Brian Fraser hold?

Brian Fraser holds the CFA credential.

### Is Brian Fraser registered with the SEC?

Yes. Brian Fraser is registered as an investment adviser representative in CO (CRD 5713121), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Canyon Creek Investment Advisors manage?

Canyon Creek Investment Advisors reports $54.7M across 118 accounts in assets under management.

### How do I contact Brian Fraser?

Through Brian's website, canyoncreekinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5713121): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://canyoncreekinvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.