Dylon Woolwine
Advisor at Peak Retirement Planning, Inc. — Columbus, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Columbus, OH 43214
Peak Retirement Planning, Inc.
Team
Total advisors
14Clients per advisor
65 HighAvg AUM per client
$693,431 LowHNW client ratio
38% TypicalDylon Woolwine is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation. He has been with the firm since 2026 and has prior experience at LPL Enterprise LLC and White Water Express. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm offers tailored advice based on clients’ objectives, time horizon, and risk tolerance, and features an in-house CPA and an estate-planning software platform as part of its service model.
Based on Peak Retirement Planning, Inc.
Estate planning flat fees up to $2,000 per engagement; tax preparation services by in-house CPA charged at a negotiable flat rate based on complexity
Maximum annual advisory fee of 1.50%, charged monthly in arrears based on market value on last business day of month
Columbus, OH
3600 Olentangy River Road, Building 501
Columbus OH 43214
Advisors at this office
14
Ohio
< 1 year of industry experience
Peak Retirement Planning, Inc.
2026 - Present • 1 year
Columbus, OH
LPL Enterprise LLC
2026 - 2026 • 1 year
Newark, NJ
White Water Express
2025 - 2026 • 1 year
Bowling Green, OH
Ups
2025 - 2025 • 1 year
North Baltimore, OH
Swan Manufacturing
2025 - 2025 • 1 year
Columbus, OH
Swan Manufacturing
2024 - 2025 • 1 year
Columbus, OH
Swan Manufacturing
2024 - 2024 • 1 year
Columbus, OH
FedEx
2024 - 2024 • 1 year
Grove City, OH
BGSU Dining
2023 - 2024 • 1 year
Bowling Green, OH
Bowling Green State University
2023 - 2024 • 1 year
Bowling Green, OH
FedEx
2023 - 2023 • 1 year
Grove City, OH
Bowling Green State University
2022 - 2025 • 3 years
Bowling Green, OH
Wendy's
2020 - 2022 • 2 years
Grove City, OH
Grove City High School
2016 - 2020 • 4 years
Grove City, OH
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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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