Erik Thompson
Peerless Wealth · Columbus, Ohio
Erik Thompson is a fee-only financial advisor at Peerless Wealth in Columbus, Ohio. Erik focuses on tax planning, retirement planning and estate & legacy planning. Peerless Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Executives
- High earners
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Peerless Wealth |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $148.7M across 421 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 3097998 |
| Exams passed | Series 63 (1998) · Series 65 (2005) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | peerless-wealth.com |
| Profile |
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Questions about Erik
Is Erik Thompson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Peerless Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erik charge for financial advice?
Erik's firm, Peerless Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Erik Thompson based?
Erik Thompson is based in Columbus, Ohio.
What does Erik specialize in?
Erik's specialties include tax planning, retirement planning, estate & legacy planning, small business owners and cross-border (US / Canada). Erik works with physicians, executives, high earners, retirees and pre-retirees.
Is Erik Thompson registered with the SEC?
Yes. Erik Thompson is registered as an investment adviser representative in OH and TX (CRD 3097998), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Peerless Wealth manage?
Peerless Wealth reports $148.7M across 421 accounts in assets under management.
How do I contact Erik Thompson?
Through Erik's website, peerless-wealth.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
- Peerless Wealth 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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