Paula Peck
Peck & Associates · Independence, Ohio
Paula Peck is a fee-only financial advisor at Peck & Associates in Independence, Ohio, who holds the CFP credential. Peck & Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Peck & Associates |
|---|---|
| Based in | Independence, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.7M across 28 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 4549375 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.peck-associates.com |
How Paula's firm compares
- Peck & Associates's average account is about $309,000, from its Form ADV (assets managed divided by 28 accounts).
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Questions about Paula
Is Paula Peck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paula holds no broker registration, and Peck & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paula charge for financial advice?
Paula's firm, Peck & Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paula Peck based?
Paula Peck is based in Independence, Ohio.
What credentials does Paula Peck hold?
Paula Peck holds the CFP credential.
Is Paula Peck registered with the SEC?
Yes. Paula Peck is registered as an investment adviser representative in OH (CRD 4549375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Peck & Associates manage?
Peck & Associates reports $8.7M across 28 accounts in assets under management.
How do I contact Paula Peck?
Through Paula's website, www.peck-associates.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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