Firm
Atlas Peak Advisors
Incline Village, Nevada
Fee-only
Atlas Peak Advisors at a glance
- One of 56 fee-only firms based in Nevada in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 94 individual clients, 21 of them high net worth.
- Its average account is about $428,000 (assets it manages divided by its 203 accounts).
Fee-only advisors in Nevada · What fee-only advisors charge in Nevada
Facts
| Based in | Incline Village, Nevada |
|---|---|
| Website | atlaspeakadvisors.com |
| [email protected] | |
| Phone | (401) 861-0101 |
Atlas Peak Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $350 an hour |
|---|---|
| How it charges | Hourly |
In the firm's words
"Cost Only $350 Per Hour" source
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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $87 million |
| Individual clients | 73 |
| High-net-worth clients | 21 |
| Accounts managed | 203 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 6, 2026 |
| SEC record | CRD 169648 |