Advisor at Canyon Creek Investment Advisors
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Firm
Canyon Creek Investment Advisors
Location
Fruita, CO
Credentials
CFP®, PFS™, Series 65
Industry experience
7 years
Lisa Isaacson is a CFP® and PFS™ credentialed advisor with seven years of industry experience. She has worked at Canyon Creek Investment Advisors since 2024 and previously held roles at Wealthsource Partners, Alpine Bank, P&L Financial, and Elderado Financial. Outside of advising, she prepares tax returns for clients through a private business. Canyon Creek Investment Advisors, Ltd. is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, business entities, and charitable organizations. The firm employs a long-term investment approach with strategic allocation and tactical adjustments, offering comprehensive financial planning alongside discretionary portfolio management.
Based on Canyon Creek Investment Advisors
Typically $300 for one-time financial planning engagement; $600 annually for ongoing planning; fees may be negotiated.
$0 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.70% $2,500,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
$300 per hour for financial planning and consulting services.
Minimum fee: Minimum annual fee of $600 Fee-only: Fee-only fiduciary adviser; no commissions accepted.
Fruita, CO
Colorado
Canyon Creek Investment Advisors, Ltd.
2024 - Present (2 years)
WealthSource Partners, LLC
2022 - 2024 (2 years)
Alpine Bank
2018 - 2022 (4 years)
P&L Financial, LLC
2018 - Present (8 years)
Elderado Financial, Inc.
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
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.
CFP®, Series 63
Grand Junction, CO
Connolly Financial Group
Series 63, Series 66
Grand Junction, CO
Clc Capital Management
CFP®, Series 66
Grand Junction, CO
Delphi Wealth Partners
Series 63
Grand Junction, CO
Integrated Benefits, Incorporated
Series 66
Grand Junction, CO
Integrated Benefits, Incorporated
CFA®
Fruita, CO
Canyon Creek Investment Advisors
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