# Corey Jordison

> Corey Jordison is a fee-only financial advisor at Peak Retirement Planning in Columbus, Ohio. Corey focuses on retirement planning, tax planning and estate & legacy planning. Peak Retirement Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/corey-jordison/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Peak Retirement Planning
- **Based in:** Columbus, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Assets under management (firm):** $631.0M across 3,675 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Pension planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 8189947 (https://adviserinfo.sec.gov/individual/summary/8189947)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2025)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** https://peakretirementplanning.com/

## Frequently asked questions

### Is Corey Jordison a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Corey holds no broker registration, and Peak Retirement Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Corey charge for financial advice?

Corey's firm, Peak Retirement Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Corey charge?

According to Peak Retirement Planning's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Corey Jordison based?

Corey Jordison is based in Columbus, Ohio.

### What does Corey specialize in?

Corey's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Corey works with retirees and pre-retirees.

### Is Corey Jordison registered with the SEC?

Yes. Corey Jordison is registered as an investment adviser representative in OH (CRD 8189947), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Peak Retirement Planning manage?

Peak Retirement Planning reports $631.0M across 3,675 accounts in assets under management.

### How do I contact Corey Jordison?

Through Corey's website, peakretirementplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8189947): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://peakretirementplanning.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.