Peak Financial Partners, LLC fees and pricing

Financial planner in Galena, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 30, 2026, Peak Financial Partners, LLC charges $100⁠-⁠$200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$200/hr; “These are based on the size of the plan, and the hourly fee is in the range of $100 to $200.”

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

“Clients are billed in advance each calendar quarter.”
“Clients may also elect to be billed directly for fees or to authorize Peak Financial Partners, LLC to directly debit fees from the client’s accounts.”
“Management fees shall not be prorated for each capital contribution and withdrawal made during the applicable calendar quarter unless otherwise agreed to in writing.”

Its hourly rate of $100-$200 is below the Ohio median of $250. 8% of the 219 other Ohio planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 47
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $15,600,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 147345
Website: peakfinancialpartners.com (opens in new tab)
Phone: (614) 542-7242

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