Ty Johnson
Advisor at Peak Financial Management, Inc.
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.
Advisor at Peak Financial Management, Inc.
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.
Location
Broomfield, CO 80021
Credentials
CFP®, Series 65
Industry experience
5 years
Ty Johnson is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Peak Financial Management, Inc. since 2020 and previously was involved with Modern Wingman LLC and Colorado Christian University. Peak Financial Management provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, trusts, and employers. The firm employs a phased planning program and an asset-allocation approach based on Modern Portfolio Theory while offering ERISA fiduciary services and working with independent managers and held-away products.
Based on Peak Financial Management, Inc.
Consulting Services fees up to $30,000; Coaching Services $1,500 per year; Retirement Plan one-time consultation fee $1,000.
$0 - $1,000,000: 1.0% $1,000,001+: 0.5%
Account minimum: $50,000 minimum portfolio size for Investment Management Services (may be waived by PFM); other minimum fees or conditions apply for various services as detailed below. Minimum fee: Minimum fees or portfolio sizes vary by service phase, e.g., $500 minimum fee for Coaching Services, $500 minimum fee or $50,000 minimum portfolio for Essential Services, $1,500 minimum fee or $100,000 minimum portfolio for Comprehensive Services. Fee-only: Fixed fees for Consulting Services up to $30,000; Coaching Services $1,500 annually; Financial Planning Services fees of $3,000, $6,000 or $9,000 annually depending on complexity.
10901 W. 120 Th Avenue, Suite 135
Broomfield, CO 80021
Colorado
Peak Financial Management, Inc.
2020 - Present (6 years)
Modern Wingman LLC
2019 - 2020 (1 year)
Colorado Christian University
2017 - 2018 (1 year)
Colorado Christian University
2016 - 2019 (3 years)
Student
2002 - 2016 (14 years)
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