Sean Stevenson
Peak Financial Planning · Mcdonald, Pennsylvania
Sean Stevenson is a fee-only financial advisor at Peak Financial Planning in Mcdonald, Pennsylvania, who holds the CFP credential. 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 | Mcdonald, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $93M across 300 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, PA · CRD 6901774 |
| Exams passed | Series 65 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.thepeakfp.com |
How Sean'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 Sean
Is Sean Stevenson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean 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 Sean charge for financial advice?
Sean's firm, Peak Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sean Stevenson based?
Sean Stevenson is based in Mcdonald, Pennsylvania.
What credentials does Sean Stevenson hold?
Sean Stevenson holds the CFP credential.
Is Sean Stevenson registered with the SEC?
Yes. Sean Stevenson is registered as an investment adviser representative in CA and PA (CRD 6901774), 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 Sean Stevenson?
Through Sean'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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