Donald Ramirez
Peak Divorce Advisors · San Luis Obispo, California
Donald Ramirez is a fee-only financial advisor at Peak Divorce Advisors in San Luis Obispo, California, who holds the CFP credential. Donald focuses on divorce financial planning. Peak Divorce Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Peak Divorce Advisors |
|---|---|
| Based in | San Luis Obispo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $98.6M across 387 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2622554 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.peakdivorce.com |
| Profile |
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Questions about Donald
Is Donald Ramirez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Peak Divorce Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Peak Divorce Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Donald Ramirez based?
Donald Ramirez is based in San Luis Obispo, California.
What does Donald specialize in?
Donald's specialties include divorce financial planning. Donald works with divorced individuals.
What credentials does Donald Ramirez hold?
Donald Ramirez holds the CFP credential.
Is Donald Ramirez registered with the SEC?
Yes. Donald Ramirez is registered as an investment adviser representative in CA (CRD 2622554), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Peak Divorce Advisors manage?
Peak Divorce Advisors reports $98.6M across 387 accounts in assets under management.
How do I contact Donald Ramirez?
Through Donald's website, www.peakdivorce.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 Divorce Advisors 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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