PlannerFees

Lone Peak Asset Management, Inc. fees and pricing

Financial planner in Westlake Village, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 23, 2026, Lone Peak Asset Management, Inc. charges a flat or project fee of $1,000⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,000⁠-⁠$5,000
“Page 3 Segmented plans may range from $250 to $1,500 and comprehensive plans may range from $1,000 to $5,000, but complex plans may run higher.”

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

How Lone Peak Asset Management, Inc. bills

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

  • “Fees are billed in arrears after the close of the quarter.”
  • “All fees remain negotiable, but subject to the discretion of the firm’s Director.”
  • “The invoice to the client shows the base amount on which the fee is calculated, the fee percentage and the actual amount to be deducted; 3.”

How Lone Peak Asset Management, Inc.’s fees compare

  • Its flat or project fee of $1,000-$5,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
  • 2 of the 3 other planners in Westlake Village that publish a flat or project fee charge less.

About Lone Peak Asset Management, Inc.

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 1996 (30 years).

Firm details from Form ADV

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
Clients
21
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$19,000,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
117241
Phone
(800) 449-2420

Can advise clients in 1 state: Utah

Other planners in Westlake Village that publish fees

Compare all 20 planners in Westlake Village

Is something on this page wrong or out of date?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