Terek Wilson
Peak Financial Planning · Coral Springs, Florida
Terek Wilson is a fee-only financial advisor at Peak Financial Planning in Coral Springs, Florida. 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 | Coral Springs, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $93M across 300 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5645051 |
| Exams passed | Series 63 (2009) · Series 65 (2014) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.thepeakfp.com |
How Terek'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 Terek
Is Terek Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terek 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 Terek charge for financial advice?
Terek's firm, Peak Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Terek Wilson based?
Terek Wilson is based in Coral Springs, Florida.
Is Terek Wilson registered with the SEC?
Yes. Terek Wilson is registered as an investment adviser representative in FL (CRD 5645051), 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 Terek Wilson?
Through Terek'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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