Fee-only adviser · Columbus, OH
Peak Retirement Planning, Inc.
Peak Retirement Planning, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Columbus, Ohio. On its latest Form ADV, filed November 2, 2026, it reports $903M in regulatory assets under management, 1,120 individual clients and 15 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 317592 · SEC file 801-130337 |
| Office | 3600 Olentangy River Road Building 501 Columbus, OH 43214 |
| Phone | (614) 500-4121 |
| Website | peakretirementplanning.com |
| Regulatory assets under management | $903M |
| Individual clients | 630 non-high-net-worth, 490 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 31 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | November 2, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Columbus
- Hamilton Capital $4.9B
- Asendo Wealth Advisory $867M
- Summit Financial Strategies Inc $2.3B
- The Joseph Group Capital Management $1.1B
- Strategic Planning, Inc. $377M
- John E. Sestina and Company $744M
See all 47 fee-only advisers in Columbus →
Nearby
- Upper Arlington 4 firms
- Worthington 1 firm
- Dublin 21 firms
- Hilliard 2 firms
- Powell 3 firms
- Bexley 1 firm
- Lewis Center 1 firm
- Westerville 6 firms
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