Peak Financial Management, Inc. fees and pricing
Financial planner in Broomfield, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 13, 2026, Peak Financial Management, Inc. charges a quarterly fee of $375 and an annual fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $375/qtr
“The Coaching Services Fee is due and payable quarterly in-advance ($375 a quarter).”
- Annual fee
- $1,500/yr
“The PFM Coaching Services Fee is $1,500 a year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Peak Financial Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are due and payable at the completion of our Services.”
- “The Fee is due and payable at the completion of our Services.”
- “This fee is negotiable at the discretion of PFM.”
How Peak Financial Management, Inc.’s fees compare
- Its annual fee of $1,500 is below the Colorado median of $7,750. 7% of the 57 other Colorado planners that publish an annual fee charge less.
- None of the 3 other planners in Broomfield that publish an annual fee charge less.
About Peak Financial Management, Inc.
“Peak Financial Management, Inc. (“PFM”) offers a variety of advisory services, which include financial planning, consulting, investment management services and retirement plan services..”
- Firm size: 4 employees.
- Founded: 2015 (11 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
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
- 1.8% a year
- Minimum
- $50,000 in assets (stated in brochure)
- Clients
- 154
- Employees
- 4
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $109,420,824
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281223
- Phone
- (303) 255-2252
Can advise clients in 3 states: California, Colorado, Texas
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.