A complete list of active advisors currently associated with Bear Peak Financial, LLC

Warmer can help you find a great advisor at Bear Peak Financial, LLC or one who fits your needs even better.

The firm provides investment advisory and financial planning services — including retirement and college planning — to individuals, high net worth clients, trusts, estates, charitable organizations and businesses. It operates with a small client base (12 clients) and about $4.36 million in assets under management, and generally requires a $100,000 minimum investment. Portfolio recommendations are delivered on a non‑discretionary basis using target asset‑class allocations and diversified portfolios composed primarily of no‑load or low‑load mutual funds, including funds from DFA and the SA Funds. Clients review and approve recommendations before trades are executed, and the firm uses academic and behavioral‑economics research and simulation tools to shape allocations while relying on a third‑party account administrator for proposed portfolio construction, implementation and reporting. Notably, the firm manages most assets non‑discretionarily, which is uncommon among independent peers, and it relies on a third‑party administrator (Focus Partners/Advisor Solutions) that assists with implementation and receives fees from certain SA Funds — a conflict the firm discloses and addresses by offering asset‑class targets that can be implemented with alternative funds. The sole‑advisor model is paired with the principal’s ongoing consulting work in renewable and distributed energy, a background that is atypical for firms of this size and may inform the firm’s interdisciplinary perspective.

To learn more about the advisors currently working at Bear Peak Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.