Firm
Bear Peak Financial
Boulder, Colorado
Fee-only
Bear Peak Financial at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 12 individual clients.
- Its average account is about $218,000 (assets it manages divided by its 20 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Boulder, Colorado |
|---|---|
| Website | bearpeakfinancial.com |
| Phone | (303) 506-3399 |
Bear Peak Financial 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.
| Account minimum | $250,000 |
|---|
In the firm's words
"our services are best suited to families and individuals with more than $250,000 in investable assets" 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 |
|---|---|
| Assets managed | $4 million |
| Individual clients | 12 |
| Accounts managed | 20 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | May 20, 2026 |
| SEC record | CRD 288876 |