Peak Wealth Solutions fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$1,000/hr

“If you would like to retain our Firm for financial planning services, but not investment management services, you will be charged an hourly fee not to exceed $1,000 per hour for ongoing planning.”

Flat or project fee

$350⁠-⁠$5,000

“Our Firm may charge a one-time initial fee ranging from $350 to $5,000 for financial plan development and presentation.”

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

How Peak Wealth Solutions bills

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

• “If the fee is paid prior to the services being provided, the Plan will be entitled to a prorated refund of any prepaid fees for services not received upon termination of the client agreement.”
• “The installation fee is negotiable at the discretion of the Advisor.”
• “Clients pay the fee by check made payable to our Firm.”

How Peak Wealth Solutions’ fees compare

• Its hourly rate of $1,000 is above the Ohio median of $250. 99% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $350-$5,000 spans the Ohio median of $3,250. 39% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Peak Wealth Solutions

• Firm size: 10 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

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

Highest asset based fee in brochure

1.5% a year

Clients

676

Employees

10

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$911,579,977

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

127391

Website

twitter.com/retirepeak (opens in new tab)

Phone

(216) 370-7887

Other planners in Pepper Pike that publish fees

• Carnegie Investment CounselPepper Pike$300/hr
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

Compare all 564 planners in Ohio