Peacock Financial, LLC fees and pricing
Financial planner in Broomfield, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 24, 2026, Peacock Financial, LLC charges $175 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175/hr
“Security Research and Insight $175 per hour, with a minimum charge of 2 hours Or negotiated yearly contract.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Peacock Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and some fees may vary by Client for similar services.”
- “The annualized AUM advisory fee is paid quarterly in arrears based on the average daily value of the Client’s account(s) as of the last day of the billing quarter.”
- “Our advisory fee is prorated for any partial billing periods during the engagement, including both the initial and terminating billing periods.”
How Peacock Financial, LLC’s fees compare
- Its hourly rate of $175 is below the Colorado median of $300. 9% of the 231 other Colorado planners that publish an hourly rate charge less.
- None of the 7 other planners in Broomfield that publish an hourly rate charge less.
About Peacock Financial, LLC
“The Firm offers three primary services: § § § Financial Planning;”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
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
- 1% a year
- Clients
- 2
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $100,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334541
- Phone
- (720) 290-0670
Other planners in Broomfield that publish fees
- Cayden Wealth ManagementBroomfield$350/hr, $500-$15,000
- Cohesion Wealth Management, LLCBroomfield$400/hr, $20,000
- Cultivate Wealth PartnersBroomfield$2,000-$20,000
- James Morgan Asset Management, LLCBroomfield$175/hr, $1,500-$3,500
- Lybis InvestingBroomfield$100-$300/hr, $1,000-$10,000
- Millennial Wealth Management, LLCBroomfield$300/hr, $600
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.