Brian Sells
Peak Financial Advisors · Denver, Colorado
Brian Sells is a fee-only financial advisor at Peak Financial Advisors in Denver, Colorado, who holds the CFP credential. Peak Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Peak Financial Advisors |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $268.8M across 409 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 2617524 |
| Exams passed | Series 65 (1995) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.peakfinancial.com |
How Brian's firm compares
- Peak Financial Advisors's average account is about $657,000, from its Form ADV (assets managed divided by 409 accounts).
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Questions about Brian
Is Brian Sells a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Peak Financial 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, Peak Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Brian charge?
According to Peak Financial Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Brian Sells based?
Brian Sells is based in Denver, Colorado.
What credentials does Brian Sells hold?
Brian Sells holds the CFP credential.
Is Brian Sells registered with the SEC?
Yes. Brian Sells is registered as an investment adviser representative in CO and TX (CRD 2617524), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Peak Financial Advisors manage?
Peak Financial Advisors reports $268.8M across 409 accounts in assets under management.
How do I contact Brian Sells?
Through Brian's website, www.peakfinancial.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 Financial Advisors 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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