Five Peaks Financial Consulting, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400⁠-⁠$500/hr

“Hourly and Retainer fees are based upon an hourly rate of $400-$500 per hour for Joyce Rolfes, the Investment Advisor Representative (IAR) of FPFC.”

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

How Five Peaks Financial Consulting, Inc. bills

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

• “The fee is disclosed in the TPAF’s Advisory Brochure and a Solicitor’s Disclosure Statement, and may or may not be negotiable, as disclosed in the Form ADV Part 2 of the TPAF.”
• “Billing Investment management fees are billed monthly or quarterly, in ARREARS, meaning that we invoice AFTER the billing period has ENDED.”
• “Payment in full is expected upon invoice presentation.”

How Five Peaks Financial Consulting, Inc.’s fees compare

• Its hourly rate of $400-$500 is above the Arizona median of $275. 86% of the 195 other Arizona planners that publish an hourly rate charge less.
• 35 of the 42 other planners in Phoenix that publish an hourly rate charge less.

About Five Peaks Financial Consulting, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: EA.
• Registered as an adviser: 1999 (27 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

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

2% a year

Clients

6

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$15,548,200

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

115341

Phone

(602) 224-2402

Other planners in Phoenix that publish fees

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• Arcwood Financial, LLCPhoenix$1,000
• B&e Financial ServicesPhoenix$500/hr, $2,000⁠-⁠$20,000/yr
• Bledsoe Asset Management, LLCPhoenix$250/hr

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