DG
DG

Dominic Garris

3 Years of Experience
Columbus, OH

Dominic Garris is a registered investment advisor at Peak Retirement Planning, INC., based in Columbus, OH, with 3 years of industry experience. Dominic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 713 clients with $420M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
713 clients
Average Client Portfolio
$584K average
Assets Under Management
$416.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual advisory fee is 1.50%. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

3600 Olentangy River Road, Building 501, Columbus, OH, 43214

Get directions

History

Regulatory History
Clean regulatory record

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

Dominic is the owner/operator of DGarris Enterprises, LLC, an e-commerce retail business, since 2021. This activity, which is not investment-related, takes about a quarter of his time.

Employment History
Current Registrations
Peak Retirement Planning, INC.
July 2022 - Present · 3 yrs 9 mos
State Registrations2 states
LAOH
Advisor

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
No exam information available for this advisor.
Dominic Garris - Financial Advisor | TrueAdvisor