Dillon Rawson
Peak Financial Planning · Lehi, Utah
Dillon Rawson is a fee-only financial advisor at Peak Financial Planning in Lehi, Utah, who holds the CFP credential. Peak Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Peak Financial Planning |
|---|---|
| Based in | Lehi, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $93M across 300 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 7260481 |
| Exams passed | Series 63 (2026) · Series 66 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.thepeakfp.com |
How Dillon's firm compares
- Peak Financial Planning's average account is about $310,000, from its Form ADV (assets managed divided by 300 accounts).
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Questions about Dillon
Is Dillon Rawson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dillon holds no broker registration, and Peak Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dillon charge for financial advice?
Dillon's firm, Peak Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Dillon Rawson based?
Dillon Rawson is based in Lehi, Utah.
What credentials does Dillon Rawson hold?
Dillon Rawson holds the CFP credential.
Is Dillon Rawson registered with the SEC?
Yes. Dillon Rawson is registered as an investment adviser representative in UT (CRD 7260481), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Peak Financial Planning manage?
Peak Financial Planning reports $93M across 300 accounts in assets under management.
How do I contact Dillon Rawson?
Through Dillon's website, www.thepeakfp.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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