Peak Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$10,000

“The fixed fees range from $2,500 to $10,000.”

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

How Peak Asset Management, LLC bills

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

• “At our discretion, the Client may pay the advisory fees by check.”
• “Fees are billed and payable at the time the financial plan is delivered to the Client .”
• “The compensation method is explained and agreed upon in advance before any services are rendered.”

How Peak Asset Management, LLC’s fees compare

• Its flat or project fee of $2,500-$10,000 spans the Colorado median of $5,250. 64% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Louisville that publish a flat or project fee charge less.

About Peak Asset Management, LLC

• Firm size: 16 employees.
• Credentials named in the brochure: CFP®, EA, and CFA.
• Registered as an adviser: 1996 (30 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

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

1.25% a year

Clients

333

Employees

16

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

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

Assets managed

$1,011,130,724

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

106944

Website

linkedin.com/company/peak-asset-management-llc-colorado (opens in new tab)

Phone

(303) 926-0100

Can advise clients in 17 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Louisiana, Massachusetts, Missouri, North Carolina, Nebraska, New Hampshire, Nevada, New York, Oregon, Texas, Wisconsin

Other planners in Louisville that publish fees

• Ama Financial Planning LLCLouisville$250/hr, $2,500
• Go Fish Finance, LLCLouisville$350/hr, $5,000
• Heritage Planning & Investing Services, LLCLouisville$45⁠-⁠$100/hr
• Simmons Investment Management LLCLouisville$300/hr, $900⁠-⁠$9,000
• Varra FinancialLouisville$2,500⁠-⁠$25,000

Compare all 9 planners in Louisville