Advisor at Peak Planning Group, LLC
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Location
Fishtail, MT
Credentials
Series 65
David Wrench is a financial advisor at Peak Planning Group, LLC with over a decade of industry experience, including prior roles at Fishtail Capital, Powell Capital, and Deckr LLC. He holds a Series 65 credential. Peak Planning Group, LLC provides investment advisory, 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 about 838 client relationships and constructs customized, primarily long-term portfolios using low-cost, diversified mutual funds and ETFs alongside individual securities when appropriate.
Based on Peak Planning Group, LLC
Fixed engagement fees for financial planning ($1,000 to $10,000) and consulting services ($1,000 to $5,000).
Up to 2.00% annually (negotiable, based on factors including scope, complexity, asset level, relationship)
Hourly rate of $325 used to calculate prorated refunds upon termination of financial planning or consulting services.
Account minimum: $500,000 Fee-only: Investment advisory fees up to 2.00% annually, fixed financial planning fees from $1,000 to $10,000 per engagement, consulting fees from $1,000 to $5,000 per engagement.
Fishtail, MT
Montana
Peak Planning Group, LLC
2026 - Present (1 year)
Fishtail Capital
2021 - Present (5 years)
Unemployed
2019 - 2021 (2 years)
Powell Capital
2017 - 2019 (2 years)
Deckr LLC
2011 - 2017 (6 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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