Peakview Strategies 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.

Hourly rate

$200/hr

“Financial Planning engagements are offered at an hourly rate of $200.”

Annual fee

$500/yr

“Fees for Ongoing Financial Planning consist of an ongoing annual fee plus an upfront charge equal to whichever is greater: $500 or one month of the annual planning fee.”

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

How Peakview Strategies bills

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

• “The annual fees are negotiable and are generally prorated and paid in arrears on a monthly basis.”
• “In those instances, fees will be paid quarterly in arrears based on the ending balance in any such accounts or contracts on the last day of each quarter.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”

How Peakview Strategies’ fees compare

• Its hourly rate of $200 is below the Missouri median of $250. 19% of the 88 other Missouri planners that publish an hourly rate charge less.
• Its annual fee of $500 is below the Missouri median of $6,000. None of the 45 other Missouri planners that publish an annual fee charge less.

About Peakview Strategies

• Principal: Michael Daley
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• 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

1.1% a year

Clients

25

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$18,048,533

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318488

Website

peakviewstrategies.com (opens in new tab)

Phone

(636) 200-8275

Can advise clients in 2 states: Illinois, Missouri

Other planners in Missouri that publish fees

• 25 FinancialSaint Louis$2,000⁠-⁠$5,000
• 360 IraSt. Charles$99⁠-⁠$10,000
• 80/20 Financial ServicesOzark$240/hr, $1,000⁠-⁠$7,000
• Adk Wealth Advisory GroupSt. Louis$250⁠-⁠$4,000
• Alpine Private WealthSaint Louis$333, $4,000/yr
• Aquilant AdvisorsSt. Louis$250/hr

Compare all 222 planners in Missouri