Debbie Freeman
Peak Financial Advisors · Denver, Colorado
Debbie Freeman 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 5756376 |
| Exams passed | Series 65 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.peakfinancial.com |
| Profile |
How Debbie'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 Debbie
Is Debbie Freeman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Debbie 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 Debbie charge for financial advice?
Debbie's firm, Peak Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Debbie charge?
According to Peak Financial Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Debbie Freeman based?
Debbie Freeman is based in Denver, Colorado.
What credentials does Debbie Freeman hold?
Debbie Freeman holds the CFP credential.
Is Debbie Freeman registered with the SEC?
Yes. Debbie Freeman is registered as an investment adviser representative in CO and TX (CRD 5756376), 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 Debbie Freeman?
Through Debbie'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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