Peak Retirement Planning, Inc.
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 317592
- Registered since
- May 21, 2024
- Website
- peakretirementplanning.com
- Custodians
- ALTRUIST
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.63%
- Individuals24.37%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Peak Retirement Planning, Inc. is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model combines a percentage-of-assets-under-management component with fixed fees. Peak Retirement Planning is not positioned as a capital allocator and does not identify as an active ESG investor, pension consultant, related adviser, or multi-state adviser in the available data. The firm registered with the SEC in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities36%
- Cash & Cash Equivalents3%
Contacts
3 of 16
Dylon Woolwine
Financial PlannerCRD 8213930
Alec Schrock
Financial PlannerCRD 8049063
Emma Hostetler
Financial PlannerCRD 8128387
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$558M in ETFs
98%
$548M
<1%
$10.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $65.8M | 653,810 | 11.79% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 3600 Olentangy River Rd
- Time zone
- ET (UTC-5)
- Office locations
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