Westpeak Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WestPeak Financial provides portfolio management and financial planning services to individual clients, offering ongoing account management as well as one-time and subscription-based comprehensive planning. The firm charges asset-based advisory fees and separate planning fees and does not impose an account minimum.
The advisor documents client objectives in an Investment Policy Statement and typically seeks discretionary authority to implement long-term trading guided by modern portfolio theory and cyclical analysis. Portfolios are constructed from mutual funds, equities, fixed income (including TIPS), ETFs (including precious-metal ETFs) and non-U.S. securities, and the firm uses the Altruist Model Marketplace to assign model portfolios, absorbing the marketplace costs so clients are not billed additional firm fees for those models.
Noteworthy distinctions include that the firm’s principal is a licensed insurance agent and may receive commission compensation for insurance and certain investment product sales; the brochure discloses this conflict, documents it in client files, and notes clients may purchase recommended products from other providers. The firm requires use of Altruist as custodian, does not aggregate (block) trades for multiple clients, and will not accept proxy voting authority, each of which can have implications for trade execution, reporting, and proxy handling compared with many peers.
Client services
Expertise
Fee options
One Time Financial Plan fees range from $650 - $4,500.
$0 - $999,999: .70% $1,000,000 - $1,999,999: .60% $2,000,000+: .50%
Comprehensive Financial Planning fees from $130 to $375 per month, paid monthly in arrears.
Main office
4 Meadows Lane
Ocean NJ 07712
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Westpeak Financial · Westpeak Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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