Cody Emerson
Peak Financial Planning · Canoga Park, California
Cody Emerson is a fee-only financial advisor at Peak Financial Planning in Canoga Park, California, who holds the CFP credential. Peak Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Peak Financial Planning |
|---|---|
| Based in | Canoga Park, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $93M across 300 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL · CRD 7250070 |
| Exams passed | Series 66 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.thepeakfp.com |
How Cody's firm compares
- Peak Financial Planning's average account is about $310,000, from its Form ADV (assets managed divided by 300 accounts).
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Questions about Cody
Is Cody Emerson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cody holds no broker registration, and Peak Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cody charge for financial advice?
Cody's firm, Peak Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Cody Emerson based?
Cody Emerson is based in Canoga Park, California.
What credentials does Cody Emerson hold?
Cody Emerson holds the CFP credential.
Is Cody Emerson registered with the SEC?
Yes. Cody Emerson is registered as an investment adviser representative in CA and FL (CRD 7250070), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Peak Financial Planning manage?
Peak Financial Planning reports $93M across 300 accounts in assets under management.
How do I contact Cody Emerson?
Through Cody's website, www.thepeakfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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