Lisa Isaacson
Canyon Creek Investment Advisors · Montrose, Colorado
Lisa Isaacson is a fee-only financial advisor at Canyon Creek Investment Advisors in Montrose, Colorado, who holds the CFP and PFS credentials. Lisa 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.
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Specialties
Who they serve
- Retirees
- High earners
- Founders
Facts
| Firm | Canyon Creek Investment Advisors |
|---|---|
| Based in | Montrose, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $54.7M across 118 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in CO · CRD 6529149 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | canyoncreekinvestment.com |
| Profile |
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Questions about Lisa
Is Lisa Isaacson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa 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 Lisa charge for financial advice?
Lisa's firm, Canyon Creek Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lisa Isaacson based?
Lisa Isaacson is based in Montrose, Colorado.
What does Lisa specialize in?
Lisa's specialties include small business owners, founders (pre-exit) and family wealth transfer. Lisa works with retirees, high earners and founders.
What credentials does Lisa Isaacson hold?
Lisa Isaacson holds the CFP and PFS credentials.
Is Lisa Isaacson registered with the SEC?
Yes. Lisa Isaacson is registered as an investment adviser representative in CO (CRD 6529149), 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 Lisa Isaacson?
Through Lisa's website, canyoncreekinvestment.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
- Canyon Creek Investment 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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