Owen Bosworth
Peak Retirement Planning · Columbus, Ohio
Owen Bosworth is a fee-only financial advisor at Peak Retirement Planning in Columbus, Ohio. Owen focuses on retirement planning, tax planning and estate & legacy planning. Peak Retirement Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Peak Retirement Planning |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Assets under management | $631.0M across 3,675 accounts |
| SEC registration | Investment adviser representative in OH · CRD 8271200 |
| Exams passed | Series 65 (2025) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | peakretirementplanning.com |
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Questions about Owen
Is Owen Bosworth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Owen holds no broker registration, and Peak Retirement Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Owen charge for financial advice?
Owen's firm, Peak Retirement Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Owen charge?
According to Peak Retirement Planning's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Owen Bosworth based?
Owen Bosworth is based in Columbus, Ohio.
What does Owen specialize in?
Owen's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Owen works with retirees and pre-retirees.
Is Owen Bosworth registered with the SEC?
Yes. Owen Bosworth is registered as an investment adviser representative in OH (CRD 8271200), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Peak Retirement Planning manage?
Peak Retirement Planning reports $631.0M across 3,675 accounts in assets under management.
How do I contact Owen Bosworth?
Through Owen's website, peakretirementplanning.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 Retirement Planning 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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