Five Peaks Financial Consulting, Inc.

Overview

Five Peaks Financial Consulting, Inc. operates as a small, independent registered investment adviser that serves individual and family clients with financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. The firm is structured as a corporation with individual ownership and positions itself as a capital allocator—meaning it constructs client portfolios using both pooled public funds and third‑party alternative managers rather than relying on a large slate of in‑house proprietary strategies. Advisory work is delivered on a non‑discretionary basis, and the firm also acts as an insurance broker, which suggests client engagements often blend investment advice with insurance and retirement planning solutions. Fee arrangements are flexible: percentage of assets under management, hourly charges and fixed fees are all in use. The firm is not flagged as an active ESG investor and does not operate as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices