Peak Retirement Planning, INC.
Columbus, OH·SEC-registered · CRD #317592
Peak Retirement Planning, INC. is an SEC-registered investment advisory firm in Columbus, OH managing $631M across 3.7k client accounts, with 16 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$631M
Client accounts
3.7k
Advisory staff
16
Fee model
Fee-based
How Peak Retirement Planning, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Peak Retirement Planning, INC.
How much does Peak Retirement Planning, INC. manage?
Per its most recent SEC Form ADV filing (05/29/2026), Peak Retirement Planning, INC. reports $631M in regulatory assets under management across roughly 3.7k client accounts.
How does Peak Retirement Planning, INC. charge?
Peak Retirement Planning, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Peak Retirement Planning, INC. a fiduciary?
Yes. Peak Retirement Planning, INC. is registered with the U.S. Securities and Exchange Commission (CRD #317592), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Peak Retirement Planning, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Peak Retirement Planning, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Columbus, OH
Profile compiled from Peak Retirement Planning, INC.'s public SEC Form ADV filing (CRD #317592, filed 05/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Peak Retirement Planning, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Peak Retirement Planning, INC.? Claim this profile.