Corey Jordison
Peak Retirement Planning · Columbus, Ohio
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $631.0M across 3,675 accounts |
| SEC registration | Investment adviser representative in OH · CRD 8189947 |
| Exams passed | Series 65 (2025) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | peakretirementplanning.com |
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Questions about Corey
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.
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
- Peak Retirement Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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