Fee-only adviser · Alpine Meadows, CA
Alpine Peaks Consulting
Alpine Peaks Consulting is a fee-only investment adviser registered with the securities regulator of California, with its main office in Alpine Meadows, California. On its latest Form ADV, filed January 27, 2026, it reports $25M in regulatory assets under management, 5 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 154366 |
| Office | 1441 Beaver Dam Trail Alpine Meadows, CA 96146 |
| Phone | (530) 412-1230 |
| Website | www.alppeaks.com |
| Regulatory assets under management | $25M ($1.1M discretionary) |
| Individual clients | 4 non-high-net-worth, 1 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
- Tahoe City 2 firms
- Crystal Bay 1 firm
- Incline Village 8 firms
- Glenbrook 2 firms
- Zephyr Cove 3 firms
- Genoa 1 firm
- Reno 26 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Alpine Peaks Consulting? Update this listing.