Firm
Peak Financial Management
Broomfield, Colorado
Fee-only
Facts
| Based in | Broomfield, Colorado |
|---|---|
| Website | peakfinancialmanagement.com |
| [email protected] | |
| Phone | (303) 255-2252 |
Peak Financial Management fees
Peak Financial Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $109 million |
| Individual clients | 129 |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 281223 |