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Castle Peak Wealth Management Ltd.

Financial Advisor serving Boulder, Colorado · 1 of 56 financial advisors in the area

📍 4570 Sprucedale Pl, Boulder, CO 80301
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📍 4570 Sprucedale Pl, Boulder, CO 80301

About Castle Peak Wealth Management Ltd.

Castle Peak Wealth Management Ltd. is a financial advisor located in Boulder, Colorado. As a local financial advisor, they serve Boulder and surrounding communities in Colorado. Contact them through ProHorizon for a free quote.

Financial professionals in Boulder should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Colorado securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Boulder

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Boulder may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Boulder

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Boulder?
Financial Advisors in Boulder typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Boulder?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 56 financial advisors in Boulder to choose from.
Does Castle Peak Wealth Management Ltd. offer free quotes?
Contact Castle Peak Wealth Management Ltd. directly to ask about free estimates. You can also request a quote through ProHorizon.

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Generosity Wealth Management, LLC

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Caledonia Wealth Management, Ltd.

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Paragon Capital Wealth Management, LLC

1426 Pearl St Ste 200, Boulder, CO 80302