Peak Wealth Management LLC fees and pricing
Financial planner in Nashua, New Hampshire. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 28, 2026, Peak Wealth Management LLC charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“PWM offers financial planning services, without availing wealth management services, for a fixed fee ranging from $500 to $5,000.”
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.
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable depending on the size and complexity of the Plan.”
How Peak Wealth Management LLC’s fees compare
- Its flat or project fee of $500-$5,000 is below the New Hampshire median of $5,400. 30% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
About Peak Wealth Management LLC
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2015 (11 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
- 1.5% a year
- Clients
- 208
- 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
- $156,125,904
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281036
- Phone
- (603) 488-2476
Can advise clients in 4 states: Massachusetts, Maine, New Hampshire, Texas
Other planners in Nashua that publish fees
- Fairscale Capital, LLCNashua$200-$300/hr, $600-$10,000
- It Matters Financial, LLCNashua$200/hr, $150/mo
- Applied Capital Management, LLCLondonderry$350/hr
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
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.