46 Peaks Investment Advisory Group

Facts

46 Peaks Investment Advisory Group fees

46 Peaks Investment Advisory Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• Brad Heindel

  CFP

• Erik Mosholt

  CFP

• Louis Fancher

  CFP · ChFC