Eric Amzalag is a CFP-designated registered investment advisor at Peak Financial Planning, based in Canoga Park, CA, with 5 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 64 clients with $75M 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fees are negotiable.
Fee Estimator
Contact
Eric Amzalag
Location
21201 Victory Blvd, Suite 215, Canoga Park, CA, 91303
Get directionsHistory
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 →Other Business Activities
Eric is a passive owner of CrossFit Encino Lift Off Strength, with his wife operating the business full-time. Although Eric is a licensed insurance agent, he no longer sells insurance products and will let his license lapse upon expiration.
Employment History
Current Registrations
Peak Financial Planning
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations3 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
Additional Information
Hi - I'm Eric Amzalag CFP®, founder of Peak Financial Planning.