Firm
Peak Investment Advisors
Colorado Springs, Colorado
Fee-only
Peak Investment Advisors 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 2 employees and 39 individual clients, 25 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 195 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Colorado Springs, Colorado |
|---|---|
| Website | peakinvestmentadvisors.com |
| Phone | (719) 260-6475 |
Peak Investment Advisors fees
Peak Investment Advisors 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 |
|---|---|
| Assets managed | $235 million |
| Individual clients | 14 |
| High-net-worth clients | 25 |
| Accounts managed | 195 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-130549) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 113967 |