Nicholas Lenssen
Bear Peak Financial · Boulder, Colorado
Nicholas Lenssen is a fee-only financial advisor at Bear Peak Financial in Boulder, Colorado. Nicholas focuses on retirement planning and sustainable & impact investing. Bear Peak Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Bear Peak Financial |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | A $250,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $4.4M across 20 accounts |
| SEC registration | Investment adviser representative in CO · CRD 6809100 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bearpeakfinancial.com |
| Profile |
How Nicholas's firm compares
- Bear Peak Financial's average account is about $218,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Nicholas
Is Nicholas Lenssen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Bear Peak Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholas charge for financial advice?
Nicholas's firm, Bear Peak Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Nicholas charge?
According to Bear Peak Financial's website, checked October 30, 2026: a $250,000 asset minimum.
Where is Nicholas Lenssen based?
Nicholas Lenssen is based in Boulder, Colorado.
What does Nicholas specialize in?
Nicholas's specialties include retirement planning and sustainable & impact investing.
Is Nicholas Lenssen registered with the SEC?
Yes. Nicholas Lenssen is registered as an investment adviser representative in CO (CRD 6809100), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bear Peak Financial manage?
Bear Peak Financial reports $4.4M across 20 accounts in assets under management.
How do I contact Nicholas Lenssen?
Through Nicholas's website, www.bearpeakfinancial.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
- Bear Peak Financial 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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