Matthew Warner
Peak Financial Planning · Canoga Park, California
Matthew Warner is a fee-only financial advisor at Peak Financial Planning in Canoga Park, California. 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 | Canoga Park, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $93M across 300 accounts |
| SEC registration | Investment adviser representative in CA, PA, TX · CRD 7756618 |
| Exams passed | Series 66 (2023) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.thepeakfp.com |
How Matthew'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 Matthew
Is Matthew Warner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew's firm, Peak Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Warner based?
Matthew Warner is based in Canoga Park, California.
Is Matthew Warner registered with the SEC?
Yes. Matthew Warner is registered as an investment adviser representative in CA, PA and TX (CRD 7756618), 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 Matthew Warner?
Through Matthew'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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