Richard Mueller
Peak Investment Advisors · Colorado Springs, Colorado
Richard Mueller is a fee-only financial advisor at Peak Investment Advisors in Colorado Springs, Colorado. Richard focuses on estate & legacy planning, equity compensation and retirement with concentrated positions. Peak Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Peak Investment Advisors |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $234.6M across 195 accounts |
| SEC registration | Investment adviser representative in CO, FL · CRD 2460848 |
| Exams passed | Series 65 (1994) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | peakinvestmentadvisors.com |
How Richard's firm compares
- Peak Investment Advisors's average account is about $1.2 million, from its Form ADV (assets managed divided by 195 accounts).
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Questions about Richard
Is Richard Mueller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Peak Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Peak Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Richard Mueller based?
Richard Mueller is based in Colorado Springs, Colorado.
What does Richard specialize in?
Richard's specialties include estate & legacy planning, equity compensation, retirement with concentrated positions and tax planning.
Is Richard Mueller registered with the SEC?
Yes. Richard Mueller is registered as an investment adviser representative in CO and FL (CRD 2460848), 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 Peak Investment Advisors manage?
Peak Investment Advisors reports $234.6M across 195 accounts in assets under management.
How do I contact Richard Mueller?
Through Richard's website, peakinvestmentadvisors.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
- Peak 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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