Peter Franz
Journey Wealth · Cleveland, Ohio
Peter Franz is a fee-only financial advisor at Journey Wealth in Cleveland, Ohio, who holds the CFP and CFA credentials. Peter focuses on tax planning, estate & legacy planning and small business owners. Journey Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Ultra high net worth
Facts
| Firm | Journey Wealth |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.39B across 879 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in OH · CRD 5399850 |
| Exams passed | Series 63 (2007) · Series 65 (2008) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.fsmwealthadvisors.com |
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Questions about Peter
Is Peter Franz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Journey Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Journey Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Peter Franz based?
Peter Franz is based in Cleveland, Ohio.
What does Peter specialize in?
Peter's specialties include tax planning, estate & legacy planning, small business owners and founders (pre-exit). Peter works with executives, retirees and ultra high net worth.
What credentials does Peter Franz hold?
Peter Franz holds the CFP and CFA credentials.
Is Peter Franz registered with the SEC?
Yes. Peter Franz is registered as an investment adviser representative in OH (CRD 5399850), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Journey Wealth manage?
Journey Wealth reports $1.39B across 879 accounts in assets under management.
How do I contact Peter Franz?
Through Peter's website, www.fsmwealthadvisors.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
- Journey 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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