8400 E. Prentice Ave
Suite 1010
Greenwood Village, CO 80111
720-826-1092
Everest Wealth Advisors is a comprehensive wealth management firm dedicated to creating and implementing personalized financial plans that will grow and protect the wealth of clients and their loved ones for themselves and the generations to come.
See Disclosures
Firm Start Year
CRD#
Firm CRD#
Insurance License#
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
Work Experience
Work with the following types of clients
Advisory Services Provided
Investment Types
Can meet clients in the following ways
Registered Representative
Investment Advisor Representative
Acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Securities Licenses
Insurance and Annuity Licenses
Fee Structure
Minimum Portfolio Size for New Managed Accounts
Compensation Methods
Minimum Fee Charged for Managed Accounts
Minimum Fee Charged for Hourly Planning Accounts
Bachelor of Science in Business Administration - Accounting & Finance
RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures