CRD: 317592
Peak Retirement Planning, Inc.
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-24-2021
- Office Locations
- 1
Office Locations
About Peak Retirement Planning, Inc.
Peak Retirement Planning is a Columbus, OH RIA focused on “Midwestern millionaires”—near-retirees with $1M+ saved, pensions, and high tax sensitivity. The firm provides retirement-focused financial planning and investment management, including tax, estate, and insurance planning, using its Signature 5 Pillar process. Founder Joe F. Schmitz Jr. is a Kiplinger Advisor Intel Contributor (since 2021) with national media exposure.
Team overview
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Asset Classes
Client Personas
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Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH FRANCIS SCHMITZ, JR.
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer
- CRD
- #6645469
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Chase Morgan Bennett
Financial Planner
- CRD
- #7855343
OWEN BOSWORTH
Financial Planner
- CRD
- #8271200
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $631,022,251 | $171,707 |
| Non-Discretionary | $0 | -- |
| Total | $631,022,251 | $171,707 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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