Daniel Routh
OLD Peak Finance · Chapel Hill, North Carolina
Daniel Routh is a fee-only financial advisor at OLD Peak Finance in Chapel Hill, North Carolina, who holds the CFP credential. OLD Peak Finance reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | OLD Peak Finance |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $714.1M across 674 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6062132 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.oldpeakfinance.com |
How Daniel's firm compares
- OLD Peak Finance's average account is about $1.1 million, from its Form ADV (assets managed divided by 674 accounts).
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Questions about Daniel
Is Daniel Routh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and OLD Peak Finance reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, OLD Peak Finance, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Routh based?
Daniel Routh is based in Chapel Hill, North Carolina.
What credentials does Daniel Routh hold?
Daniel Routh holds the CFP credential.
Is Daniel Routh registered with the SEC?
Yes. Daniel Routh is registered as an investment adviser representative in NC (CRD 6062132), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does OLD Peak Finance manage?
OLD Peak Finance reports $714.1M across 674 accounts in assets under management.
How do I contact Daniel Routh?
Through Daniel's website, www.oldpeakfinance.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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