Assets Under Management
$15.5M
Number of Clients
7
Number of Advisors
1
Average Client AUM
$2.2M
AUM per Advisor
$15.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Five Peaks Financial Consulting provides advice in financial planning areas, including financial objectives, cash flow, tax, insurance, investment management, education, retirement, and estate planning. They assist clients in selecting and monitoring third-party investment managers. Fees are based on assets under management, hourly charges, or fixed retainer fees.
AZ, United States