Bear Peak Financial, LLC fees and pricing
Financial planner in Boulder, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 20, 2026, Bear Peak Financial, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Item 5 Additional Compensation 11 In addition to quarterly fees paid by clients based on the total value of their invested assets, Bear Peak Financial, LLC may perform other specific investment advisory services as requested by a Client for a fee of $200 per hour not to exceed a maximum number of hours as agreed by…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bear Peak Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is half payable upon signing an agreement and the balance upon delivery of the findings.”
How Bear Peak Financial, LLC’s fees compare
- Its hourly rate of $200 is below the Colorado median of $300. 14% of the 231 other Colorado planners that publish an hourly rate charge less.
- 2 of the 13 other planners in Boulder that publish an hourly rate charge less.
About Bear Peak Financial, LLC
“Bear Peak Financial, LLC also may provide financial planning services to its clients, including retirement planning, college education financial planning, and other, related services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 12
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $4,360,053
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288876
- Phone
- (303) 506-3399
Other planners in Boulder that publish fees
- Berman, GilBoulder$450/hr, $1,250-$10,000/qtr
- Business Financial Strategies, LTD.Boulder$125/hr
- Caledonia Wealth Management, LTD.Boulder$150-$250/hr
- Colorado Capital ManagementBoulder$250/hr, $2,500-$5,000
- Cornerstone Investment Advisors, LLCBoulder$300/hr, $1,000-$10,000
- Financial Mountain IncBoulder$5,000
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.