PEAK RETIREMENT PLANNING, INC.
Firm details
- Headquarters
- COLUMBUS, Ohio
- CRD number
- 317592
- Registered since
- May 21, 2024
- Website
- peakretirementplanning.com
- Custodians
- ALTRUIST
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.63%
- Individuals24.37%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Peak Retirement Planning, Inc. is an independent, individual-owned registered investment adviser that provides advice and portfolio management primarily to individuals and families. The firm offers fee arrangements that combine a percentage-of-AUM component with fixed fees and emphasizes financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. It is not positioned as a capital allocator to third-party alternative funds and does not report an active ESG investing program or multi-state advisory footprint.
Assets & Accounts
Public Holdings
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 Funds61%
- Exchange Traded Equities36%
- Cash & Cash Equivalents3%
Contacts
3 of 16DYLON WOOLWINE
Financial PlannerCRD 8213930
ALEC SCHROCK
Financial PlannerCRD 8049063
EMMA HOSTETLER
Financial PlannerCRD 8128387
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$500M in ETFs
98%
$490M
<1%
$9.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $67.2M | 667,515 | 13.44% |
Location
COLUMBUS, OH
FRANKLIN
Location
COLUMBUS, OH
Headquartered in COLUMBUS, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 3600 Olentangy River Rd
- Time zone
- ET (UTC-5)
- Office locations
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