Peter Geier
Financial Consulate · Baltimore, Maryland
Peter Geier is a fee-only financial advisor at Financial Consulate in Baltimore, Maryland, who holds the CFP credential. Financial Consulate reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Peter →
Facts
| Firm | Financial Consulate |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.10B across 3,375 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, PA · CRD 7936116 |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.financialphysical.com |
How Peter's firm compares
- Financial Consulate's average account is about $325,000, from its Form ADV (assets managed divided by 3,375 accounts).
Request an introduction to Peter
Tell Peter a little about what you're looking for. Peter isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Peter
Is Peter Geier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Financial Consulate 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, Financial Consulate, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Geier based?
Peter Geier is based in Baltimore, Maryland.
What credentials does Peter Geier hold?
Peter Geier holds the CFP credential.
Is Peter Geier registered with the SEC?
Yes. Peter Geier is registered as an investment adviser representative in MD and PA (CRD 7936116), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Consulate manage?
Financial Consulate reports $1.10B across 3,375 accounts in assets under management.
How do I contact Peter Geier?
Through Peter's website, www.financialphysical.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.
See something wrong? Request a correction. Read our methodology.