Peak Wealth Management, LLC fees and pricing
Financial planner in Plymouth, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Peak Wealth Management, LLC charges a flat or project fee of $3,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,500-$10,000
“For our financial coaching, we charge a fixed fee that ranges $3,500 and $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Peak Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees for planning services are agreed upon in advance in writing and due at that time.”
- “We reserve the right to refund or waive our financial coaching fees for clients who use our portfolio management or recommendation of third-party adviser’s services.”
- “In the event there are any prepaid, unearned fees, we will promptly refund a pro rata share to you.”
How Peak Wealth Management, LLC’s fees compare
- Its flat or project fee of $3,500-$10,000 is above the Michigan median of $3,250. 82% of the 137 other Michigan planners that publish a flat or project fee charge less.
- 3 of the 3 other planners in Plymouth that publish a flat or project fee charge less.
About Peak Wealth Management, LLC
“We offer financial planning and portfolio management services. We may offer comprehensive planning services or the client may desire advice on certain planning components; the firm can tailor services as desired by the client.”
- Firm size: 3 employees.
- Founded: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- 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
- Clients
- 643
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $446,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 166944
- Phone
- (734) 681-7575
Can advise clients in 4 states: Florida, Michigan, Ohio, Texas
Other planners in Plymouth that publish fees
- Affinity Wealth Management, LLCPlymouth$250/hr
- Autumn Financial Advisors, LLCPlymouth$300/hr, $1,500-$10,000
- Custom Wealth ManagementPlymouth$80-$120/hr, $1,500
- Ford Financial FitnessPlymouth$400/hr, $500
- The Brock Group, LLCPlymouth$200/hr
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.