Peak Investment Coaching, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$95⁠-⁠$495

“PORTFOLIO ANALYSIS – FINANCIAL MRI Peak Investment offers its clients a portfolio analysis (MRI) for a flat negotiable fee between $95 and $495.”

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

How Peak Investment Coaching, LLC bills

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

• “Client may cancel up to the time of delivery for a full refund.”
• “The fee will be disclosed to the client in the Investment Advisory Agreement and is negotiable based on the amount of assets and the Model Portfolio chosen.”
• “The Peak Investment management fees (Advisory Fees) will be charged quarterly in advance and are based on the amount of assets under management as of the last day of the previous quarter.”

How Peak Investment Coaching, LLC’s fees compare

• Its flat or project fee of $95-$495 is below the Utah median of $2,050. 3% of the 63 other Utah planners that publish a flat or project fee charge less.

About Peak Investment Coaching, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2013 (13 years).

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

Clients

380

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

167757

Website

peakinvestmentcoaching.com (opens in new tab)

Phone

(435) 494-1742

Can advise clients in 4 states: Arizona, Idaho, Utah, Wyoming

Other planners in Logan that publish fees

• Andina AdvisorsLogan$500/hr, $500
• Wealth Innovation GroupLogan$900⁠-⁠$1,800/qtr, $3,600⁠-⁠$7,200/yr
• 114TH Financial LCSouth Jordan$150/hr, $150/mo
• Abacus Investment AdvisorsSalt Lake City$100/hr
• Abg ConsultantsCottonwood Heights$250/hr, $300⁠-⁠$1,500
• Albility PlanningMapleton$275/hr, $275/mo

Compare all 4 planners in Logan