Alpine Peaks Consulting
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About
Alpine Peaks Consulting provides investment advisory services to individuals, families, high‑net‑worth individuals, and privately owned small business entities. Services described in the brochure include financial planning, retirement and educational savings strategies, equity and bond analysis, quantitative security valuation, portfolio construction, and additional operational offerings such as cash‑flow and working capital management and IT consulting (system setup, maintenance, and accounting system customization).
The firm employs a mix of fundamental and technical analysis along with portfolio management to tailor recommendations to each client’s goals and risk tolerance. While Alpine Peaks can accept discretionary authority, the brochure shows that roughly $24.0 million of its $25.1 million in assets is managed non‑discretionarily, and fees are negotiated as flat engagements (the basic package is cited as starting at $2,000) rather than as a percentage of assets under management.
Compared with many peers, Alpine Peaks combines investment advice with unusually broad operational and technology consulting drawn from decades of experience, a service set that is not common among similarly sized independent advisers. The firm also discloses practices consistent with an advisory‑only model—declining soft‑dollar benefits, not voting client proxies, and not accepting third‑party referral compensation.
Client services
Expertise
Occupation focus
Fee options
Flat fee starting at $2,000 for basic financial planning and portfolio recommendations; higher flat fees negotiated as needed
Minimum fee: Starts at a flat rate of $2,000 for basic financial overview and plan including 3 hours consultation over 3 months; higher flat rates negotiated for more active management or sophisticated planning Fee-only: Fee-only investment advisor; no commissions or referral fees accepted
Main office
Alpine Meadows CA
Advisors at this office
1
Most active in
California
Also doing business as
Alpine Peaks Consulting · Salke, Evan Jay
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
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