Peak American Investment Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,900

“The fixed fee for a financial plan is $2,900, with $1,450 due to start the planning process and $1,450 due upon delivery of the financial plan (“Planning Fee”).”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Peak American Investment Advisors, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are paid monthly in arrears and are negotiable.”
• “The client retains the right, for any reason, to terminate their Financial Planning Agreement within the first five days after the client signs the Agreement and receive a complete refund of any fee paid.”
• “Thereafter, clients who decide to end their relationship will not be entitled to a refund as fees are considered earned.”

How Peak American Investment Advisors, Inc.’s fees compare

• Its flat or project fee of $2,900 is below the Texas median of $3,850. 37% of the 401 other Texas planners that publish a flat or project fee charge less.
• 2 of the 13 other planners in Plano that publish a flat or project fee charge less.

About Peak American Investment Advisors, Inc.

• Firm size: 10 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.45% a year

Clients

329

Employees

10

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$162,050,631

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145056

Website

linkedin.com/company/peakamerican (opens in new tab)

Phone

(972) 212-9292

Can advise clients in 4 states: California, Louisiana, Pennsylvania, Texas

Other planners in Plano that publish fees

• Astra Wealth Management GroupPlano$750/hr
• BDJ Wealth Management LLCPlano$15,000/yr
• Crescent Investment Solutions LLCPlano$500/yr
• Crestway Advisory GroupPlano$300/hr
• Gordon Oak Financial, LLCPlano$5,000⁠-⁠$10,000
• Insight Wealth PartnersPlano$2,500

Compare all 39 planners in Plano