Peak Horizons Capital fees and pricing
Financial planner in Clearfield, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 4, 2026, Peak Horizons Capital charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“If a client requests consulting services that extend beyond the investment account that is being charged with an asset under management fee, Peak Horizons Capital, LLC offers these consulting services at a non-negotiable fee of $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Peak Horizons Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Because clients are charged only for time actually spent on the matter, fees are considered fully earned at the time of billing and are not subject to refund.”
- “If a client has questions or concerns about any invoice, they may contact the firm to discuss the matter prior to payment.”
- “In the event of a billing dispute, Peak Horizons Capital, LLC will review the matter and may, in its sole discretion, adjust or credit an invoice if it determines an error has occurred.”
How Peak Horizons Capital’s fees compare
- Its hourly rate of $250 is above the Utah median of $200. 53% of the 78 other Utah planners that publish an hourly rate charge less.
About Peak Horizons Capital
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.75% a year
- Clients
- 58
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $12,055,736
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339560
- Phone
- (801) 877-2366
Other planners in Utah that publish fees
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Abg ConsultantsCottonwood Heights$250/hr, $300-$1,500
- Albility PlanningMapleton$275/hr, $275/mo
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
- Andina AdvisorsLogan$500/hr, $500
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.