Alpine Peaks Consulting
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,052,252
Total clients
5
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$4,410,450
About
The firm provides investment advisory services to individuals, high net worth individuals, families, and privately owned business entities, offering financial planning, retirement and educational savings investing, equity and bond analysis, quantitative security valuation, and portfolio construction. It also offers non-investment consulting including cash flow and working capital management, IT/system setup and maintenance, and other operational technology services described in the brochure.
Investment advice is developed using fundamental and technical analysis alongside portfolio management, with recommendations tailored to each client’s risk tolerance, tax circumstances, and goals and with account reviews conducted semi-monthly for active accounts and monthly for passive ones. The firm manages most assets on a non-discretionary basis—about $21.19 million non-discretionary versus roughly $0.86 million discretionary of $22.05 million total AUM—and operates on a fee-only, negotiated flat-fee billing model rather than a standard percentage-of-AUM fee schedule.
Compared with peers, the firm’s combination of a predominantly non-discretionary asset base and the absence of percentage-of-AUM billing is statistically uncommon for independent RIAs of its type. The explicit policy against accepting soft-dollar benefits together with the provision of business and IT consulting and detailed operational controls reflects an atypical mix of advisory and non-investment services.
Client services
Financial planning
Portfolio management
Fee options
Flat fees starting at $2,000 for basic financial plan; higher flat fees negotiated for additional services
Minimum fee: Starts at a flat rate of $2,000 for basic financial overview and planning including 3 hours consultation over 3 months; higher flat rates negotiated for active portfolio management or more sophisticated planning Fee-only: Fee-only investment advisor; fees are billed on a flat rate basis, payable at end of advisory period, fees subject to negotiation
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Alpine Peaks Consulting
1441 Beaver Dam Trail
Alpine Meadows CA 96146, United States
Number of offices
1
Forms ADV
Quick links
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