Eight Peaks Wealth Management
Parker, Colorado
Eight Peaks Wealth Management at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 20 individual clients.
- Its average account is about $81,000 (assets it manages divided by its 27 accounts).
- Its ongoing planning fee starts at $6,300 a year, in line with the Colorado median of $6,000.
- Its hourly rate of $360 is above the Colorado median of $290.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Parker, Colorado |
|---|---|
| Website | eightpeakswealth.com |
| [email protected] | |
| Phone | (720) 316-1799 |
Questions about Eight Peaks Wealth Management
How much does Eight Peaks Wealth Management charge?
Eight Peaks Wealth Management publishes these prices: ongoing planning: from $6,300 a year; one-time plan: from $3,600; hourly: $360 an hour; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Eight Peaks Wealth Management paid?
Eight Peaks Wealth Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Eight Peaks Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Eight Peaks Wealth Management.
What is the average account at Eight Peaks Wealth Management?
Eight Peaks Wealth Management's average account is about $81,000. That's the assets on its Form ADV divided by its 27 accounts.
What does Eight Peaks Wealth Management specialize in?
Eight Peaks Wealth Management's advisors and website list retirement planning, tax planning and estate & legacy planning.
Is Eight Peaks Wealth Management accepting new clients?
Yes, according to Eight Peaks Wealth Management's website, checked October 28, 2026.
Does Eight Peaks Wealth Management work with clients virtually?
Yes. Eight Peaks Wealth Management's website says it works with clients virtually.
Eight Peaks Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,300 a year |
|---|---|
| One-time plan | From $3,600 |
| Hourly | $360 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"Minimum: $6,300/yr" source
"most projects beginning at $3,600" source
"Hourly billing at $360/hour" source
"Assets up to $2,000,000 — 1.00% annual advisory fee" 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 | $2 million |
| Individual clients | 20 |
| Accounts managed | 27 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 327701 |