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Credentials
Series 65
Experience Industry experience
< 1 year
Location
Fishtail, MT
Peak Planning Group, LLC
Team
David Wrench is a financial advisor at Peak Planning Group, LLC with a Series 65 designation. He has been active in the financial industry since 2017, including roles at Powell Capital and Fishtail Capital. He has no industry experience prior to 2017 and has worked at Peak Planning Group since 2026. Peak Planning Group, LLC provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates. The firm manages approximately $710 million across several hundred client accounts, employing a long-term, fundamentals-based investment approach with diversified portfolios of low-cost mutual funds, ETFs, and individual securities.
Fixed engagement fees for financial planning ($1,000 to $10,000) and consulting services ($1,000 to $5,000) per engagement.
up to 2.00% annually (fees may vary based on factors such as assets managed, complexity, and relationship)
$325 per hour for prorated fee refunds on terminated planning or consulting services.
Account minimum: $500,000 Fee-only: Investment advisory fees based on assets under management (up to 2.00% annually), plus fixed fees for planning and consulting services.
Fishtail, MT
Fishtail MT
Advisors at this office
1
Colorado · Montana · North Carolina
< 1 year of industry experience
Peak Planning Group, LLC
2026 - Present • 1 year
Fishtail, MT
Fishtail Capital
2021 - Present • 5 years
Fishtail, MT
Unemployed
2019 - 2021 • 2 years
N/A, XX
Powell Capital
2017 - 2019 • 2 years
Gig Harbor, WA
Deckr LLC
2011 - 2017 • 6 years
Fishtail, MT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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