Advisor at Twin Peaks Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Twin Peaks Wealth Management LLC
Location
Cottonwood Heights, UT 84121
Credentials
CFP®, ChFC®, Series 63, Series 66
Industry experience
17 years
Christopher Cheney is a CFP® and ChFC® with 17 years of experience in the financial services industry. He has been with Twin Peaks Wealth Management LLC since 2013 and also has work experience with Alterra Mountain Company. Twin Peaks Wealth Management serves individuals, families, trusts, charitable organizations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and implementation services. The firm employs a strategic asset-allocation framework with a tactical overlay and uses a variety of investment vehicles and outsourced trading and model services to meet client objectives.
Based on Twin Peaks Wealth Management LLC
Based on Twin Peaks Wealth Management LLC
Typically $500-$2,500 depending on service (financial planning, consulting, implementation, plan reviews)
$0 - $500,000.00: 1.10% $500,000.01 - $1,000,000.00: 1.05% $1,000,000.01 - $2,000,000.00: 1.00% $2,000,000.01+: 0.90%
$150/hr for financial planning, consulting, implementation
Account minimum: $250,000 Fee-only: Flat fee $500-$2,500; Hourly fee $150/hr for financial planning, consulting, implementation, and plan reviews
2825 East Cottonwood Parkway, Suite 500
Cottonwood Heights, UT 84121
Utah
Alterra Mountain Company
2024 - Present (2 years)
Twin Peaks Wealth Management LLC
2013 - Present (13 years)
C. Scott Cheney
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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