David Wrench
Peak Planning Group · Fishtail, Montana
David Wrench is a fee-only financial advisor at Peak Planning Group in Fishtail, Montana. 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.
Request an introduction to David →
Specialties
Who they serve
- Retirees
- High earners
- Divorced individuals
- Founders
Facts
| Firm | Peak Planning Group |
|---|---|
| Based in | Fishtail, Montana |
| 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 CO, MT, NC · CRD 5564614 |
| Exams passed | Series 65 (2026) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.peakplan.com |
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Wrench 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 Wrench based?
David Wrench is based in Fishtail, Montana.
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 Wrench registered with the SEC?
Yes. David Wrench is registered as an investment adviser representative in CO, MT and NC (CRD 5564614), 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 Wrench?
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.
See something wrong? Request a correction. Read our methodology.