# David Shapiro

> David Shapiro is a fee-only financial advisor at Peak Investment Coaching in Logan, Utah. Peak Investment Coaching reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-shapiro/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Peak Investment Coaching
- **Based in:** Logan, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **CRD:** 4598744 (https://adviserinfo.sec.gov/individual/summary/4598744)
- **SEC registration:** Investment adviser representative in AZ, ID, UT, WY
- **Exams passed:** Series 63 (2011), Series 65 (2006)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.peakinvestmentcoaching.com

## Frequently asked questions

### Is David Shapiro a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Peak Investment Coaching 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 Investment Coaching, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Shapiro based?

David Shapiro is based in Logan, Utah.

### Is David Shapiro registered with the SEC?

Yes. David Shapiro is registered as an investment adviser representative in AZ, ID, UT and WY (CRD 4598744), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact David Shapiro?

Through David's website, www.peakinvestmentcoaching.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4598744): 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

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