Twin Peaks Wealth Management is a registered investment advisor based in Cottonwood Heights, Utah, providing personalized investment management and financial planning services. Founded in 2013 and led by Certified Financial Planner C. Scott Cheney, Twin Peaks focuses on helping individuals, families, business owners, and retirement plan sponsors navigate their financial lives. The firm builds customized investment portfolios using strategic asset allocation and tactical adjustments, while strictly avoiding commission-based product sales to maintain an objective approach. Twin Peaks assists clients with a broad range of needs, including retirement planning, tax strategies, estate planning, risk management, and employer-sponsored retirement plan consulting. The firm emphasizes a fiduciary standard, meaning Twin Peaks is legally required to put clients' best interests first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Household accounts can be combined to calculate total portfolio value. Fees may be negotiable in very limited circumstances.