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 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 roughly $710 million for about 838 client relationships and generally expects a minimum relationship size of $500,000. The firm constructs customized, primarily long‑term portfolios using low‑cost, diversified mutual funds and ETFs and may also employ individual stocks, bonds, or short‑term trades when appropriate; its process draws on both fundamental and technical analysis and includes discretionary and non‑discretionary management. Peak Planning sponsors a wrap fee program that bundles transaction and certain custodial costs into an asset‑based fee, and the firm’s practices disclose the potential use of short‑term margin borrowings in client accounts. Distinctive features disclosed in the brochure include advisory personnel licensed as independent insurance professionals who may receive commission‑based compensation and an ownership connection enabling term‑insurance quotes through Attorneyterm.com, which the firm identifies as a potential conflict of interest. The firm also maintains institutional relationships with custodians (including Schwab and Raymond James) and receives economic benefits from those relationships, a factor that can influence custody and execution arrangements.

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.