# Timothy Burt

> Timothy Burt is a fee-only financial advisor at Peak Asset Management in Louisville, Colorado, who holds the CFA credential. Timothy 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.

Page: https://find.wellspent.co/advisors/timothy-burt/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm):** $1.01B across 1,119 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Equity compensation, Founders (pre-exit), Pension planning
- **Works with:** Pre-retirees, Divorced individuals
- **CRD:** 5669245 (https://adviserinfo.sec.gov/individual/summary/5669245)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.peakam.com

## Frequently asked questions

### Is Timothy Burt a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Timothy 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 Timothy charge for financial advice?

Timothy charges a percentage of assets.

### How much does Timothy 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 Timothy Burt based?

Timothy Burt is based in Louisville, Colorado.

### What does Timothy specialize in?

Timothy's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation, founders (pre-exit) and pension planning. Timothy works with pre-retirees and divorced individuals.

### What credentials does Timothy Burt hold?

Timothy Burt holds the CFA credential.

### Is Timothy Burt registered with the SEC?

Yes. Timothy Burt is registered as an investment adviser representative in CA (CRD 5669245), 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 Timothy Burt?

Through Timothy's website, www.peakam.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5669245): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://peakam.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.