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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-08-2021
- Office Locations
- 7
Office Locations
About Peak Financial Planning
Peak Financial Planning is a fee-only, fiduciary retirement planning firm focused on households in the “Retirement Risk Zone” (often with $1M+ saved) seeking tax-efficient retirement income, spending guidance, and right-sized portfolio risk. The firm leads with a rigorous 4-month flat-fee planning engagement ($5k–$12k) and does not require ongoing wealth management; clients who continue receive ongoing retirement, tax, and income planning with tax-efficient investment management (commonly via ETFs and public funds), delivered virtually nationwide.
Team overview
Insights
Asset Classes
CRM
Investment Themes
Investment Vehicles
Services
Owner & Executives
Eric Amzalag
Chief Compliance Officer, Owner
- CRD
- #7317053
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Cody Michael Emerson
--
- CRD
- #7250070
Adam Michael Haynes
--
- CRD
- #7415562
Optima alpha
North vertex
- CRD
- #61175
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,000,000 | $310,000 |
| Non-Discretionary | $0 | -- |
| Total | $93,000,000 | $310,000 |
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Separately Managed Accounts
Total SMA Asset: $93,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,461,023,565 | 27.5% |
| Equity - Exchange | $1,709,292,731 | 19.1% |
| Other | $528,001,419 | 5.9% |
| U.S. Government/Agency | $2,120,954,854 | 23.7% |
| Cash | $1,297,630,607 | 14.5% |
| Corporate - Investment Grade | $832,273,424 | 9.3% |
| Total | $8,949,176,600 | 100.0% |