Shane Robbins
Peak Investment Coaching · Logan, Utah
Shane Robbins is a fee-only financial advisor at Peak Investment Coaching in Logan, Utah. Peak Investment Coaching reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Peak Investment Coaching |
|---|---|
| Based in | Logan, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| SEC registration | Investment adviser representative in ID, UT, WY · CRD 7807519 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.peakinvestmentcoaching.com |
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Questions about Shane
Is Shane Robbins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shane holds no broker registration, and Peak Investment Coaching reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shane charge for financial advice?
Shane's firm, Peak Investment Coaching, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Shane Robbins based?
Shane Robbins is based in Logan, Utah.
Is Shane Robbins registered with the SEC?
Yes. Shane Robbins is registered as an investment adviser representative in ID, UT and WY (CRD 7807519), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Shane Robbins?
Through Shane's website, www.peakinvestmentcoaching.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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