Peak Financial Planning fees and pricing
Financial planner in Canoga Park, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 3, 2026, Peak Financial Planning charges a monthly fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $1,000/mo
“The engagement is 4 months in duration and consists of an upfront charge of $5,000 and monthly fee that is paid in advance at the rate of $1,000 per month for a total of $9,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Peak Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The minimum annual fee will be billed monthly in arrears at a rate of $833.33 per month and is not prorated based on account value.”
- “The annual fees are negotiable and are prorated and paid in arrears on a monthly basis.”
- “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
About Peak Financial Planning
- Firm size: 8 employees.
- Founded: 2021 (5 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
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% a year
- Minimum
- $833 minimum fee (stated in brochure)
- Clients
- 82
- Employees
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $93,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317288
- Phone
- (818) 600-6099
Can advise clients in 6 states: Arizona, California, Florida, Pennsylvania, Texas, Utah
Other planners in California that publish fees
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.