PlannerFees

Canyon Creek Investment Advisors fees

Financial planner in Fruita, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 23, 2026, Canyon Creek Investment Advisors (Fruita, CO) charges $300 an hour, a flat or project fee of $300, and an annual fee of $600 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change.

Hourly rate
$300/hr

Above the Colorado median of $293; 52% of the 129 other planners in Colorado that publish an hourly rate charge less.

“For clients that do not wish to engage Adviser to provide ongoing investment management services, Adviser alternatively offers financial planning, and consulting services on an hourly basis at $300 per hour or an agreed upon fixed rate.”
Flat or project fee
$300

Below the Colorado median of $5,500; none of the 103 other planners in Colorado that publish a flat or project fee charge less, and 1 charges the same.

“The fee for a one-time engagement is typically a fixed fee of $300 per engagement.”
Annual fee
$600/yr

Below the Colorado median of $10,000; none of the 24 other planners in Colorado that publish an annual fee charge less.

“The fee for an ongoing engagement is typically a fixed fee of $600 annually.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets
Yes
Minimum
None stated in the brochure
Team size
2 employees
Registered since
2021 (5 years)

How Canyon Creek Investment Advisors bills

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

  • “For organizations, custom consultancy services, and other complex planning or consultancy situations, clients will be billed hourly or on an agreed-upon fixed fee basis as negotiated between the client and the Adviser.”
  • “Hourly fees for financial planning and consultancy are rounded down and billed at the nearest one-tenth of an hour.”

About Canyon Creek Investment Advisors

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
Clients
72
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$54.7 million
Registered with
State securities regulators
Disciplinary disclosures
None reported on Form ADV as of February 23, 2026
CRD number
316378 (opens in new tab)
Website
canyoncreekinvestment.com (opens in new tab)
Phone
(970) 442-3289

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