Advisor at Sunlight Peaks Financial Partners, LLC
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Firm
Sunlight Peaks Financial Partners, LLC
Location
Glenwood Springs, CO
Credentials
CFP®, ChFC®, Series 63
Industry experience
7 years
Ryan Parson is a financial advisor with Sunlight Peaks Financial Partners, LLC, holding the CFP® and ChFC® designations and seven years of industry experience. He previously worked at Colonial Capital Management, LLC and has been associated with Heritage Capital USA, Inc. since 2012. Outside of his advisory role, Parson is involved in various business management and ownership activities, including several non-investment-related entities focused on real estate and transportation. Sunlight Peaks Financial Partners provides investment consulting, private investment sourcing, and financial planning primarily to accredited and qualified investors with significant investable assets. The firm operates on a non-discretionary, consultative basis, emphasizing buy-and-hold strategic asset allocation and due diligence for private funds, and offers services including a Virtual Family Office for complex household relationships.
Based on Sunlight Peaks Financial Partners, LLC
Based on Sunlight Peaks Financial Partners, LLC
Flat fees range from $25,000 to $50,000 per year, negotiable based on scope and complexity
Minimum fee: Flat fees generally ranging from $25,000 to $50,000 annually, negotiable depending on complexity and scope Fee-only: Flat fee basis for investment recommendations and financial planning services, typically $25,000 to $50,000 annually
Glenwood Springs, CO
Arizona · Colorado · Maryland · Texas
Sunlight Peaks Financial Partners
2021 - Present (5 years)
Colonial Capital Management, LLC
2014 - 2021 (7 years)
Heritage Capital Usa, Inc.
2012 - Present (14 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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