Peter Bobolia
Destiny Capital · Denver, Colorado
Peter Bobolia is a fee-only financial advisor at Destiny Capital in Denver, Colorado, who holds the CFP and ChFC credentials. Peter charges a percentage of assets and a flat fee or retainer and focuses on retirement planning, small business owners and founders (pre-exit).
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Founders
- Multi-generational families
Facts
| Firm | Destiny Capital |
|---|---|
| Based in | Denver, Colorado |
| Fee model | Percentage of assets · Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $382.2M across 825 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in FL, TX · CRD 4552160 |
| Exams passed | Series 66 (2018) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.destinycapital.com |
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Questions about Peter
Is Peter Bobolia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Destiny Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter charges a percentage of assets and a flat fee or retainer.
Where is Peter Bobolia based?
Peter Bobolia is based in Denver, Colorado.
What does Peter specialize in?
Peter's specialties include retirement planning, small business owners, founders (pre-exit), tax planning and estate & legacy planning. Peter works with pre-retirees, retirees, founders and multi-generational families.
What credentials does Peter Bobolia hold?
Peter Bobolia holds the CFP and ChFC credentials.
Is Peter Bobolia registered with the SEC?
Yes. Peter Bobolia is registered as an investment adviser representative in FL and TX (CRD 4552160), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Destiny Capital manage?
Destiny Capital reports $382.2M across 825 accounts in assets under management.
How do I contact Peter Bobolia?
Through Peter's website, www.destinycapital.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
- Destiny Capital 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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