# John McCorvie

> John McCorvie is a fee-only financial advisor at Peak Asset Management in Louisville, Colorado, who holds the CFA credential. John 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.

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

## 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 (firm):** $1.01B across 1,119 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Equity compensation, Founders (pre-exit), Pension planning
- **Works with:** Pre-retirees, Divorced individuals
- **CRD:** 1509677 (https://adviserinfo.sec.gov/individual/summary/1509677)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 63 (1986)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.peakam.com

## Frequently asked questions

### Is John McCorvie a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?

John charges a percentage of assets.

### How much does John 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 John McCorvie based?

John McCorvie is based in Louisville, Colorado.

### What does John specialize in?

John's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation, founders (pre-exit) and pension planning. John works with pre-retirees and divorced individuals.

### What credentials does John McCorvie hold?

John McCorvie holds the CFA credential.

### Is John McCorvie registered with the SEC?

Yes. John McCorvie is registered as an investment adviser representative in CO and TX (CRD 1509677), 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 John McCorvie?

Through John's website, www.peakam.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1509677): 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://peakam.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.