Anthony Calderon is a CFP-designated registered investment advisor at Peak Financial Planning, based in Phoenix, AZ, with 8 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 82 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Accounts under $1,000,000 are subject to a minimum annual fee of $10,000. Fees are negotiable and billed monthly in arrears.
Fee Estimator
Location
Phoenix, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Peak Financial Planning
Previous Registrations
State Street Global Advisors Funds Distributors, LLCBroker
Orion Portfolio Solutions, LLC
Trajan Wealth, L.L.C.
Versant Capital Management, INC.
Cwm, LLC
Cetera Advisor Networks LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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