Lone Peak Advisers

If you are looking for or thought you've found a trustworthy financial advisor who has integrity and will take good care of your life-long saving, think twice and stay as far away from Lone Peak Advisers as you can. They seem to be nice and persuasive until you dig into their dark side. If they try to sell you or have sold you Jackson annuity, call Jackson on your own to find out how many hidden fees and facts that Lone Peak Advisers didn't reveal to you. If they have you pay more than a 2% fee in total for using Interactive Brokers or other trading platforms, ask them the reason why the other firms commonly charge 1.5% or less. Review your fee statements persistently. Be careful to evaluate everything they told you, and be cautious to study through all their contracts and agreements that may lead to unnecessary fee increase without your acknowledgment. It sounds like a lot of work for a client, but you have to do your diligence to protect your money. You don't want to be taken advantage of when your money is in the wrong hands. I learned my painful experience from trusting Lone Peak Advisers. I hope you are wiser than me.
Apr 4th, 2021

I worked with this group for several years with good success but when COVID hit their service and responsiveness were dramatically impaired. I think that they are good people but incapable of doing the necessary adjustments in challenging times. Frequently, they were long on talk and short on execution. I was working with two different financial advisors and because of the lack of transparent communications on the investment strategy, I elected to move all my money out of their management a few months ago and glad I did.
Nov 25th, 2020

The financial advisers from Lone Peak are packed with integrity and intelligence. I have been working with Travis Hudak and David James for a few years now and can say that they are friendly and very capable. They offer a wide range of services and can help anyone. When I meet with them, I have their full attention; they dont pull out their smart phones and laptops. They take notes as I am speaking to ensure they get every detail.
Jul 23rd, 2019

Tyler Olson with Lone Peak Advisers is great to work with. We did some signs for their offices and they were great to work with. They even remember which soda I like when I go there. Now that's service!
Feb 22nd, 2019