Cherry Creek Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cherry Creek Financial Advisors is a fee-only, independent registered investment adviser that provides portfolio management and financial planning to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable institutions. As of December 31, 2025 the firm reported discretionary management of approximately $21.7 million across 147 accounts and also offers hourly consulting services.
The firm follows a documented seven-step wealth management process that sets a required rate-of-return to design a customized asset allocation and typically implements portfolios using exchange-traded funds, fixed income securities, and institutional no-load mutual funds. It exercises discretionary authority for most accounts, conducts quarterly reviews and reporting, and waives its stated hourly planning fee for clients with $400,000 or more under management.
Distinctive features for a firm of this size include an explicit pension consulting practice serving corporate plans and institutions, and an affirmative policy of remaining fee-only with no soft-dollar or third-party compensation arrangements. The brochure also discloses a recent ownership change and a regulatory review that resulted in conditional registration renewal; the firm indicates these matters do not affect client accounts and describes controls such as a Code of Ethics, limited power-of-attorney procedures, and a policy not to vote proxies on clients’ behalf.
Client services
Expertise
Fee options
1.00% annually
$250 per hour, waived if client has $400,000 or more under management
Account minimum: $150,000 Fee-only: Hourly professional fees for consulting and financial planning services at $250 per hour; waived for clients with $400,000 or more under management
Main office
Valley NE
Advisors at this office
1
Most active in
Nebraska · Texas
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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