Peakstone Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“The current hourly rate schedule begins at $200 per hour with a current maximum of $500 per hour.”

Flat or project fee

$2,000

“Financial planning fee may be quoted as an initial planning/consulting fee of $2000 for the first year and then $1000 per year renewal thereafter.”

Monthly fee

$100/mo

“It may also be quoted as a fixed fee of $100 per month.”

Annual fee

$5,000/yr

“The minimum fee for retirement plan advisory service is $5,000.00 per year.”

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

How Peakstone Wealth Management, LLC bills

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

• “We may request an initial payment upon completion of our initial information gathering session with the client.”
• “The balance is due upon completion of the consultation.”
• “Fees are payable quarterly in arrears and are calculated based on the market value of the account on the last trading day of the calendar quarter for which services are being billed.”

How Peakstone Wealth Management, LLC’s fees compare

• Its hourly rate of $200-$500 spans the Colorado median of $300. 66% of the 231 other Colorado planners that publish an hourly rate charge less.
• 23 of the 42 other planners in Denver that publish an hourly rate charge less.
• Its flat or project fee of $2,000 is below the Colorado median of $5,250. 14% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 7 of the 39 other planners in Denver that publish a flat or project fee charge less.
• Its annual fee of $5,000 is below the Colorado median of $7,750. 23% of the 57 other Colorado planners that publish an annual fee charge less.
• 1 of the 17 other planners in Denver that publish an annual fee charge less.

About Peakstone Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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% a year

Minimum

$5,000 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

226659

Phone

(303) 539-9077

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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