David Hall
Peak Planning Group · Hilo, Hawaii
David Hall is a fee-only financial advisor at Peak Planning Group in Hilo, Hawaii. David focuses on retirement planning, divorce financial planning and small business owners. Peak Planning Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- High earners
- Divorced individuals
- Founders
Facts
| Firm | Peak Planning Group |
|---|---|
| Based in | Hilo, Hawaii |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $710.0M across 2,363 accounts |
| SEC registration | Investment adviser representative in HI, TX · CRD 3029826 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.peakplan.com |
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Questions about David
Is David Hall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Peak Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Peak Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Hall based?
David Hall is based in Hilo, Hawaii.
What does David specialize in?
David's specialties include retirement planning, divorce financial planning, small business owners and family wealth transfer. David works with retirees, high earners, divorced individuals and founders.
Is David Hall registered with the SEC?
Yes. David Hall is registered as an investment adviser representative in HI and TX (CRD 3029826), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Peak Planning Group manage?
Peak Planning Group reports $710.0M across 2,363 accounts in assets under management.
How do I contact David Hall?
Through David's website, www.peakplan.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 Planning Group 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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