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Ty William Johnson

Advisor at Peak Financial Management, Inc. — Broomfield, CO

Updated today

Credentials

CFP®, Series 65

Experience

5 years

Location

Broomfield, CO 80021

Peak Financial Management, Inc. logo

Peak Financial Management, Inc.

Supported

Total advisors

2

Clients per advisor

77 High

Avg AUM per client

$708,847 Typical

HNW client ratio

16% Low

About

Ty Johnson is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. He has been with Peak Financial Management, Inc. since 2020 and previously worked at 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, estates, charitable organizations, corporations, and plan sponsors. The firm manages approximately $109 million in assets and integrates consulting, coaching, and investment management through its “Start to Finish Planning Program,” employing a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory.

Client services

Based on Peak Financial Management, Inc.

Financial planning Portfolio management

Expertise

Based on Peak Financial Management, Inc.

Wealth management Real estate investing Income planning Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Peak Financial Management, Inc.

Founder/Business Owner

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Fee options

Fixed

Consulting Services fees up to $30,000; Coaching Services $1,500 per year; Retirement Plan one-time consultation fee $1,000.

Percentage

$0 - $1,000,000: 1.0% $1,000,001+: 0.5%

Other

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.

Location

Broomfield, CO

10901 W. 120th Avenue, Suite 135

Broomfield CO 80021

Advisors at this office

2

Most active in

Colorado

Work history

5 years of industry experience

Peak Financial Management, Inc.

2020 - Present • 6 years

Broomfield, CO

Modern Wingman LLC

2019 - 2020 • 1 year

Austin, TX

Colorado Christian University

2017 - 2018 • 1 year

Lakewood, CO

Colorado Christian University

2016 - 2019 • 3 years

Lakewood, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michael H

CFP®, Series 66

Arvada, CO

Clearpath Legacy Planning

Michael Hunter is a CFP® professional with 12 years of industry experience. He currently works at Retire Right Planning, LLC and has prior experience at Motley Fool Wealth Management and Personal Capital Advisors. Retire Right Planning serves individual and high-net-worth clients with discretionary portfolio management, written financial plans, and one-time or hourly financial planning engagements. The firm employs a diversified investment approach combining value, safety, quality, momentum, volatility, and economic-indicator strategies, with a focus on risk control and regular account reviews.

RSUs / ISOs / NSOs Retirement income strategy Early retirement planning College savings (529s, UTMA, etc.) Business succession planning Founder/Business Owner Retired Executive Young Professionals Mid-Career Professionals Approaching retirement Young Families Established Professionals
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William K

Series 65, Series 66

Denver, CO

Brightward Financial LLC

William Kowalski Jr. is a financial advisor at Brightward Financial LLC in Denver, CO, holding Series 65 and Series 66 licenses with six years of industry experience. His previous roles include positions at The Millstone Evans Group, Atomos Nuclear and Space Corporation, and Raymond James & Associates. Brightward Financial LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals and business entities. The firm employs a multi-asset investment approach using proprietary models focused on diversification and tax-aware total-return strategies.

Tax-loss harvesting College savings (529s, UTMA, etc.) Life insurance needs analysis Options & derivatives strategies

Tyler M

Series 66

Broomfield, CO

Farther

Tyler Morris is a financial advisor at Farther with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at Personal Capital Advisors Corporation, Empower Advisory Group LLC, and Compound Planning. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Equity Recipients (RS/RSU, SOP, ESPP) Retirement plans for business owners (SEP, solo 401k) RSUs / ISOs / NSOs General retirement planning Concentrated stock management Technology Professional Retired Self-Employed Biotech Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Retired Established Professionals Approaching retirement

Holly C

CFP®, Series 63, Series 66

Louisville, CO

Edward Jones

Holly Chandler is a CFP®-designated financial advisor with Edward Jones, based in Louisville, CO, bringing 20 years of experience in tax efficient retirement and wealth planning. She has worked at Edward Jones since 2017. Additionally, she has been involved with Front Range Community College since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices across the country.

Retirement income strategy General retirement planning Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive Approaching retirement
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Kevin M

CFP®, ChFC®, Series 63

Westminster, CO

ACE Wealth Partners, LLC

Kevin Mcnab is a CFP® and ChFC® with 15 years of industry experience. He has been with ACE Wealth Partners, LLC since 2010, where he serves as the sole advisor. In addition to his advisory role, he works as an independent insurance agent on a limited basis. ACE Wealth Partners provides investment advisory and planning services to individuals, trusts, foundations, charitable organizations, pensions, and retirement plans. The firm follows a long-term investment approach based on fundamental analysis and offers a range of portfolio management and financial planning services, including the use of leveraged and inverse ETFs and occasional commodity exposure.

General retirement planning Retirement income strategy
user avatar

Zack G

CFP®

Denver, CO

True Riches Financial Planning

Zack Gutches is a CFP® professional with five years of industry experience, currently serving as the sole advisor at True Riches Financial Planning in Denver, CO. His prior roles include positions at Brighton Jones and Deloitte & Touche LLP. In addition to his advisory work, he provides consulting on financial well-being and company benefits through LearnLux and offers tax preparation services to his firm’s clients. True Riches Financial Planning is an independent, fee-only firm serving individuals and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm provides tailored financial plans and portfolios that incorporate both passive and active strategies, including socially responsible options, and offers tax preparation as an affiliated accounting service.

General retirement planning College savings (529s, UTMA, etc.) ESG / Sustainable investing Founder/Business Owner Executive Mid-Career Professionals Established Professionals
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