Kevin Shuller
Cedar Peak Wealth Advisors · Denver, Colorado
Kevin Shuller is a fee-only financial advisor at Cedar Peak Wealth Advisors in Denver, Colorado, who holds the CFP, CFA and MBA credentials. Cedar Peak Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cedar Peak Wealth Advisors |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $15.1M across 96 accounts |
| Credentials | CFP · CFA · MBA |
| SEC registration | Investment adviser representative in CO · CRD 6922733 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | cedarpeakwealth.com |
| Profile |
How Kevin's firm compares
- Cedar Peak Wealth Advisors's average account is about $157,000, from its Form ADV (assets managed divided by 96 accounts).
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Questions about Kevin
Is Kevin Shuller a fee-only financial advisor?
Yes. Kevin Shuller is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kevin's firm.
How does Kevin charge for financial advice?
Kevin's firm, Cedar Peak Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin Shuller based?
Kevin Shuller is based in Denver, Colorado.
What credentials does Kevin Shuller hold?
Kevin Shuller holds the CFP, CFA and MBA credentials.
Is Kevin Shuller registered with the SEC?
Yes. Kevin Shuller is registered as an investment adviser representative in CO (CRD 6922733), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Cedar Peak Wealth Advisors manage?
Cedar Peak Wealth Advisors reports $15.1M across 96 accounts in assets under management.
How do I contact Kevin Shuller?
Through Kevin's website, cedarpeakwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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