Theodore Waechter
OLD Peak Finance · Chapel Hill, North Carolina
Theodore Waechter is a fee-only financial advisor at OLD Peak Finance in Chapel Hill, North Carolina, who holds the CFP credential. OLD Peak Finance reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | OLD Peak Finance |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $714.1M across 674 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 1161662 |
| Exams passed | Series 63 (2005) · Series 65 (2010) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.oldpeakfinance.com |
How Theodore's firm compares
- OLD Peak Finance's average account is about $1.1 million, from its Form ADV (assets managed divided by 674 accounts).
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Questions about Theodore
Is Theodore Waechter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Theodore holds no broker registration, and OLD Peak Finance reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Theodore charge for financial advice?
Theodore's firm, OLD Peak Finance, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Theodore Waechter based?
Theodore Waechter is based in Chapel Hill, North Carolina.
What credentials does Theodore Waechter hold?
Theodore Waechter holds the CFP credential.
Is Theodore Waechter registered with the SEC?
Yes. Theodore Waechter is registered as an investment adviser representative in NC and TX (CRD 1161662), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does OLD Peak Finance manage?
OLD Peak Finance reports $714.1M across 674 accounts in assets under management.
How do I contact Theodore Waechter?
Through Theodore's website, www.oldpeakfinance.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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