Peak Retirement Planning, Inc. is a registered investment advisor based in Columbus, Ohio, offering tailored investment advisory and financial planning services. Founded in November 2021 and registered with the U.S. Securities and Exchange Commission in May 2024, the firm is wholly owned by Joseph F. Schmitz, Jr. Peak Retirement Planning helps individuals and high-net-worth clients build and manage portfolios using strategies like asset allocation, dollar-cost averaging, and long-term purchases. In addition to managing investments, the firm provides guidance on risk management, estate planning, and financial organization. As an added benefit, an in-house Certified Public Accountant is available for tax preparation and consultation services. Clients retain the flexibility to impose specific investment restrictions on their accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Peak Retirement Planning charges a maximum annual advisory fee of 1.50%. Fees are negotiable or waivable at the firm's sole discretion.