A complete list of active advisors currently associated with Pacific Peak Advisors, LLC

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

Pacific Peak Advisors serves individuals, high net‑worth clients, families, corporations, estates and trusts, providing discretionary investment management and integrated financial planning. The firm advises on held‑away assets and retirement plan rollovers and initiates advisory relationships only after an Investment Management Agreement is executed. The firm follows an active, asset‑allocation centered approach that emphasizes diversified allocations among equities, ETFs, mutual funds and fixed income, with rebalancing on a quarterly, semi‑annual or annual cadence and periodic use of fundamental, quantitative, technical and model‑manager analysis. Pacific Peak requires a minimum net worth of $500,000 to initiate advisory and money‑management services (subject to waiver) and tailors portfolios and trading guidelines to each client’s written profile and investment plan. Noteworthy distinctions include a small advisory team (two advisors) managing over $220 million in discretionary AUM, and advisory personnel who are also registered representatives of Simplicity Investments, Inc. and licensed insurance agents — arrangements that involve commission‑based securities transactions, 12b‑1 trails and insurance compensation disclosed as potential conflicts of interest. The firm routinely recommends Fidelity Institutional Wealth Services as custodian and receives platform services from that custodian, and it does not aggregate or block client trades, instead placing orders on an individual or sequential basis.

To learn more about the advisors currently working at Pacific Peak Advisors, 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.