Peak Planning Group, LLC fees and pricing

Published fees

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

Hourly rate

$325/hr

“Upon termination, fees will be prorated to the date of termination and any unearned portion of the fee will be refunded to the Client based on an hourly rate of $325.”

Flat or project fee

$1,000⁠-⁠$5,000

“Peak Planning offers consulting services for a fixed engagement fee ranging from $1,000 to $5,000 per engagement.”

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

How Peak Planning Group, LLC bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each quarter pursuant to the terms of the investment advisory agreement.”
• “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Peak Planning Group, LLC’s fees compare

• Its hourly rate of $325 is above the Colorado median of $300. 63% of the 231 other Colorado planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Centennial that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 is below the Colorado median of $5,250. 27% of the 214 other Colorado planners that publish a flat or project fee charge less.
• None of the 3 other planners in Centennial that publish a flat or project fee charge less.

About Peak Planning Group, LLC

• Firm size: 11 employees.
• Registered as an adviser: 2017 (9 years).

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

2% a year

Clients

838

Employees

11

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$709,995,204

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

289891

Website

peakplan.com (opens in new tab)

Phone

(303) 991-0056

Can advise clients in 19 states: Arkansas, Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Montana, North Carolina, Nebraska, New Jersey, New York, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington

Other planners in Centennial that publish fees

• Aventus Wealth Management LLCCentennial$2,000⁠-⁠$10,000, $3,750/qtr
• Irving Planning & Investments, LTD.Centennial$200/hr
• Loyd Financial Management Inc.Centennial$395/hr
• Seva Wealth ManagementCentennial$150/hr, $250⁠-⁠$10,000
• Simply StewardCentennial$3,600⁠-⁠$5,500, $3,600/yr

Compare all 12 planners in Centennial