Alpine Peaks Consulting fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000

“The basic fee schedule starts at a flat rate of $2,000 comprising of a simple financial overview and plan for the client (based on a financial questionnaire that the client fills out), specific portfolio recommendations for the client, and 3 extra hours of consultation time during a 3month period.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Alpine Peaks Consulting bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Compensation is payable at the end of the advisory period, thus all fees are billed and paid in arrears.”
• “The entire contract amount is payable at the end of the 3-month period.”
• “Clients may elect to be billed in advance or arrears each calendar ALPINE PEAKS CONSULTING ADV Form Part II Page 4 of 12 ALPINE PEAKS CONSULTING ADV FORM PART II quarter.”

How Alpine Peaks Consulting’s fees compare

• Its flat or project fee of $2,000 is below the California median of $5,000. 19% of the 796 other California planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Alpine Peaks Consulting

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

No minimum stated in brochure

Clients

5

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$25,093,155

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

154366

Website

alignable.com/tahoe-city-ca/alpine-peaks-consulting?_tid=449686&geo_id=tahoe-city-ca (opens in new tab)

Phone

(530) 412-1230

Other planners in California that publish fees

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• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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