Peak Financial Planning
Firm details
- Headquarters
- Canoga Park, California
- CRD number
- 317288
- Registered since
- April 17, 2026
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.66%
- Individuals26.34%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Peak Financial Planning is an independent registered investment adviser organized as a limited liability company. According to the filings, the firm registered with the SEC in 2026 and serves individuals and families, with some work for small-business clients. Its advisory offering centers on comprehensive financial planning and discretionary portfolio management; its fee model combines percentage-of-AUM billing with fixed fees. The firm is not identified as an active ESG investor and is listed as a non-capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities35%
- US Government Bonds5%
- Other5%
- Cash & Cash Equivalents3%
Contacts
3 of 8
Joseph Perez
ParaplannerCRD 7862534
Adam Haynes
Wealth AdvisorCRD 7415562
Cody Emerson
Wealth AdvisorCRD 7250070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Canoga Park, CA
Los Angeles
Location
Canoga Park, CA
Headquartered in Canoga Park, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 21201 Victory Blvd
- Time zone
- PT (UTC-8)
- Office locations
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