Firm
Peak Financial Advisors
Denver, Colorado
Fee-only
Peak Financial Advisors at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 120 individual clients, 70 of them high net worth.
- Its average account is about $657,000 (assets it manages divided by its 409 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | peakfinancial.com |
| Phone | (303) 316-2799 |
Peak Financial 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.
| Account minimum | $1,000,000 |
|---|
In the firm's words
"we are currently accepting new clients with a minimum of $1,000,000 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 · Fixed fees |
|---|---|
| Assets managed | $269 million |
| Individual clients | 50 |
| High-net-worth clients | 70 |
| Accounts managed | 409 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-60554) |
| Financial planning | Offered |
| Form ADV filed | September 9, 2026 |
| SEC record | CRD 115207 |