Tara Hefty
Peak Asset Management · Louisville, Colorado
Tara Hefty is a fee-only financial advisor at Peak Asset Management in Louisville, Colorado, who holds the CFA credential. Tara charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Tara →
Specialties
Who they serve
- Pre-retirees
- Divorced individuals
Facts
| Firm | Peak Asset Management |
|---|---|
| Based in | Louisville, Colorado |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Assets under management | $1.01B across 1,119 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO, TX · CRD 5469036 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.peakam.com |
Request an introduction to Tara
Tell Tara a little about what you're looking for. Tara isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Tara
Is Tara Hefty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tara holds no broker registration, and Peak Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tara charge for financial advice?
Tara charges a percentage of assets.
How much does Tara charge?
According to Peak Asset Management's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Where is Tara Hefty based?
Tara Hefty is based in Louisville, Colorado.
What does Tara specialize in?
Tara's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation, founders (pre-exit) and pension planning. Tara works with pre-retirees and divorced individuals.
What credentials does Tara Hefty hold?
Tara Hefty holds the CFA credential.
Is Tara Hefty registered with the SEC?
Yes. Tara Hefty is registered as an investment adviser representative in CO and TX (CRD 5469036), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Peak Asset Management manage?
Peak Asset Management reports $1.01B across 1,119 accounts in assets under management.
How do I contact Tara Hefty?
Through Tara's website, www.peakam.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 Asset Management 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.
See something wrong? Request a correction. Read our methodology.