PlannerFees

Atlas Peak Advisors, Inc. fees and pricing

Financial planner in Incline Village, Nevada. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 6, 2026, Atlas Peak Advisors, Inc. charges $350 an hour, a flat or project fee of $1,500⁠-⁠$4,500, and an annual fee of $1,500⁠-⁠$4,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“An hourly rate of $350.00.”
Flat or project fee
$1,500⁠-⁠$4,500
“The fixed fee can range between $1,500.00 and $4,500.00.”
Annual fee
$1,500⁠-⁠$4,500/yr
“The annual fee can range between $1,500.00 and $4,500.00.”

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

How Atlas Peak Advisors, Inc. bills

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

  • “The fee may be negotiable in certain cases with $500.00 due upon the commencement of the engagement and the remainder is due within 30 days of the delivery of the financial plan or rendering of consultation.”
  • “Atlas Peak will not bill an amount above $500.00 more than 6 months in advance.”
  • “In the event of early termination by the client, the client will be billed for the hours already worked.”

How Atlas Peak Advisors, Inc.’s fees compare

  • Its hourly rate of $350 is above the Nevada median of $300. 53% of the 64 other Nevada planners that publish an hourly rate charge less.
  • 1 of the 2 other planners in Incline Village that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$4,500 is below the Nevada median of $5,000. 32% of the 50 other Nevada planners that publish a flat or project fee charge less.
  • Its annual fee of $1,500-$4,500 is below the Nevada median of $8,000. 25% of the 16 other Nevada planners that publish an annual fee charge less.

About Atlas Peak Advisors, Inc.

“Atlas Peak’s financial planning services begin with a formal discovery process designed to help Atlas Peak understand Client's current financial and other situation.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.9% a year
Clients
94
Employees
1
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$86,787,405
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
169648
Website
atlaspeakadvisors.com (opens in new tab)
Phone
(401) 861-0101

Can advise clients in 5 states: California, Massachusetts, Nevada, New York, Rhode Island

Other planners in Incline Village that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.