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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Fees may be negotiable.
3600 Olentangy River Road, Building 501, Columbus, OH, 43214
Get directionsNo 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 →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.
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.