Peak Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$10,000

“Fixed fee rates range between​ P ​$2,000 to $10,000.”

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

How Peak Wealth Management’s fees compare

• Its flat or project fee of $2,000-$10,000 spans the New York median of $4,500. 67% of the 251 other New York planners that publish a flat or project fee charge less.
• 4 of the 9 other planners in Saratoga Springs that publish a flat or project fee charge less.

About Peak Wealth Management

• Principal: James Cox
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

50

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$38,960,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332411

Website

linkedin.com/in/james-t-cox-cfp%C2%AE-chfc%C2%AE-bfa%E2%84%A2%EF%B8%8F-6bb0504 (opens in new tab)

Phone

(518) 363-7998

Other planners in Saratoga Springs that publish fees

• Barbara J. Bouchey Asset Management, Inc.Saratoga Springs$100⁠-⁠$250/hr, $500⁠-⁠$2,500
• Crescent Hill Partners LLCSaratoga Springs$5,000⁠-⁠$50,000
• Dubois Capital Management LLCSaratoga Springs$500⁠-⁠$5,000
• Even Keel AdvisorsSaratoga Springs$290/hr, $250⁠-⁠$12,000
• Inside Edge Capital Management, LLCSaratoga Springs$10,000
• King Wealth Management Group, LLCSaratoga Springs$2,500⁠-⁠$10,000

Compare all 16 planners in Saratoga Springs