Joseph Perez
Peak Financial Planning · Calabasas, California
Joseph Perez is a fee-only financial advisor at Peak Financial Planning in Calabasas, California, 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 | Calabasas, California |
| 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 CA · CRD 7862534 |
| Exams passed | Series 65 (2024) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.thepeakfp.com |
How Joseph'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 Joseph
Is Joseph Perez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?
Joseph's firm, Peak Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Perez based?
Joseph Perez is based in Calabasas, California.
What credentials does Joseph Perez hold?
Joseph Perez holds the CFP credential.
Is Joseph Perez registered with the SEC?
Yes. Joseph Perez is registered as an investment adviser representative in CA (CRD 7862534), 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 Joseph Perez?
Through Joseph'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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