A complete list of active advisors currently associated with Peak Planning Group, LLC
Warmer can help you find a great advisor at Peak Planning Group, LLC or one who fits your needs even better.
Peak Planning Group, LLC provides investment management, financial planning, and consulting to individuals, high‑net‑worth clients, trusts, pension and profit‑sharing plans, charitable organizations, and estates. The firm manages roughly $710 million across several hundred client accounts and offers both discretionary and non‑discretionary portfolio management alongside written financial plans and ad‑hoc consultations. The firm employs a primarily long‑term, fundamentals‑based investment approach, constructing diversified portfolios with low‑cost mutual funds and ETFs and, when appropriate, individual stocks or bonds, while monitoring and rebalancing accounts regularly. Peak Planning also sponsors a wrap‑fee program that bundles transaction and certain custodial costs into its asset‑based fee and discloses that it may employ short‑term margin borrowings in client accounts and advise on retirement account rollovers when in a client’s best interest. What is noteworthy relative to peers is the firm’s combination of services and business activities: several advisory personnel are licensed insurance professionals who may implement insurance recommendations for commissions separate from advisory fees, and the firm discloses an affiliated term‑insurance quoting service, creating potential conflicts of interest. The firm likewise notes institutional relationships with major custodians that provide technology and research support and that it acts as sponsor of its own wrap program—practices that are less common among peer team‑level advisory firms.
To learn more about the advisors currently working at Peak Planning Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Peak Planning Group, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Asheville, NC
| 0
| |
Hilo, HI
| 26
| |
Raleigh, NC
| 5
| |
Centennial, CO
| 35
| |
Raleigh, NC
| 25
| |
Raleigh, NC
| 3
| |
Fishtail, MT
| 0
| |
Centennial, CO
| 13
|
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