Cedar Peak Wealth Advisors fees and pricing

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

According to its Form ADV Part 2A brochure dated March 17, 2026, Cedar Peak Wealth Advisors charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

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

“The Client may choose to pay by electronic transfer or check instead.”
“Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the percent of time in the billing period that services were provided.”
“After 5 days of signing the advisory agreement, an account may be terminated with written notice at least 30 calendar days in advance.”

Its hourly rate of $500 is above the Colorado median of $300. 92% of the 231 other Colorado planners that publish an hourly rate charge less.
38 of the 42 other planners in Denver that publish an hourly rate charge less.

Principal: Kevin Shuller
Solo practice: one person runs the firm, so you work directly with the planner.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $500,000 in assets (stated in brochure)
Clients: 22
Employees: 1
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $15,095,819
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 317246
Phone: (720) 466-3988

Is something on this page wrong or out of date?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.