Fee-only adviser · Chevy Chase, MD
Peakstone Financial Advisors
Peakstone Financial Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Chevy Chase, Maryland. On its latest Form ADV, filed November 2, 2026, it reports $256M in regulatory assets under management, 319 individual clients and 3 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 | 127635 · SEC file 801-85168 |
| Office | 8401 Connecticut Avenue Suite 401 Chevy Chase, MD 20815 |
| Phone | (301) 907-9790 |
| Website | www.pfallc.com |
| Regulatory assets under management | $256M |
| Individual clients | 203 non-high-net-worth, 116 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Other |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 4 |
| 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 sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Chevy Chase
- Carderock Capital Management, Inc. $677M
- Intervest Ltd $247M
- Personal Financial Partners $21M
- Ithaka Financial Planning, LLC $92M
- Barrack Yard Advisors, LLC $67M
- HZ Investments Inc. $591M
See all 9 fee-only advisers in Chevy Chase →
Nearby
- Bethesda 35 firms
- Silver Spring 3 firms
- Takoma Park 2 firms
- Cabin John 1 firm
- North Bethesda 4 firms
- Washington 21 firms
- Arlington 26 firms
- College Park 1 firm
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