Peak Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$25,000

“However, fees are generally charged on a fixed fee basis ranging between $2,500 and $25,000 depending on the breadth of services provided and the complexity of the client’s situation.”

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

How Peak Financial Advisors bills

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

• “Advisory fees are annualized and applied quarterly in advance.”
• “If you terminate services with us, a prorated fee will be due for the number of days you were a client in the quarter.”
• “Fees and how they are charged are negotiable.”

How Peak Financial Advisors’ fees compare

• Its flat or project fee of $2,500-$25,000 spans the Colorado median of $5,250. 86% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 33 of the 39 other planners in Denver that publish a flat or project fee charge less.

About Peak Financial Advisors

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Founded: 1997 (29 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax 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% a year

Clients

120

Employees

3

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

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

Assets managed

$268,751,194

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

115207

Website

peakfinancial.com (opens in new tab)

Phone

(303) 316-2799

Can advise clients in 4 states: Colorado, Nebraska, New Hampshire, Texas

Other planners in Denver that publish fees

• 46 North FinancialDenverUp to $10,000
• Alpha Capital Management Group LLCDenver$500⁠-⁠$100,000, $500⁠-⁠$100,000/yr
• Alpine Crest Private Wealth LLCDenver$25,000⁠-⁠$150,000, $25,000⁠-⁠$150,000/yr
• Altius Financial, Inc.Denver$10,000
• Artificial Alpha InvestmentsDenver$200⁠-⁠$500/hr
• Ask DollyDenver$50⁠-⁠$100/mo

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