Five Peaks Financial Consulting, Inc.

Overview

Five Peaks Financial Consulting, Inc. is an independent, Arizona-registered advisory corporation that serves individual and family clients. The firm functions as a capital allocator and combines portfolio management and financial planning with insurance brokerage. Its fee arrangements are mixed: percentage-of-AUM billing is used alongside hourly and fixed-fee engagements. The firm’s ADV lists services including financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting among its advisory activities. Business operations appear oriented toward personalized relationships rather than scale: ownership is individual and the adviser maintains a compact client base. The firm does not identify as an ESG-focused manager, and it does not operate as a multistate adviser.

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Public Holdings

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Location & Offices