Sunlight Peaks Financial Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$25,000⁠-⁠$50,000

“Generally, the flat fee ranges from $25,000 to $50,000, but depending on the complexity and scope of work the fee may be more.”

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

How Sunlight Peaks Financial Partners, LLC bills

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

• “During the pre-enrollment process, we evaluate the scope and complexity of each engagement in order to determine a proposed fee, which is negotiable.”
• “Fees are negotiable at our sole discretion.”
• “The fee for the initial quarterly period will be prorated based on the effective date of the agreement and for the number of days in the calendar quarter that services are to be provided.”

How Sunlight Peaks Financial Partners, LLC’s fees compare

• Its flat or project fee of $25,000-$50,000 is above the Colorado median of $5,250. 98% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Glenwood Springs that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Sunlight Peaks Financial Partners, LLC

• Firm size: 3 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

3

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315251

Website

sunlightpeaks.com (opens in new tab)

Phone

8662100158 X 1

Can advise clients in 4 states: Arizona, Colorado, Maryland, Texas

Other planners in Glenwood Springs that publish fees

• Antunes International Investment ManagementGlenwood Springs$300/hr, $1,000⁠-⁠$3,000
• Systematic Wealth Management, Inc.Glenwood Springs$300/hr, $2,950⁠-⁠$10,000
• 46 North FinancialDenverUp to $10,000
• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Abby Kovach Financial Planning, LLCLafayette$350/hr
• Aberle Investment Management LLCEagle$300/hr

Compare all 3 planners in Glenwood Springs