Firm
Peak Financial Planning
Canoga Park, California
Fee-only
Peak Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 9 advisors are listed here; 6 of 9 hold the CFP.
- Its Form ADV reports 8 employees and 82 individual clients, 37 of them high net worth.
- Its average account is about $310,000 (assets it manages divided by its 300 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Canoga Park, California |
|---|---|
| Website | thepeakfp.com |
Peak Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $9,000 |
|---|---|
| How it charges | Flat fee · Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"A flat-fee, four-month planning engagement — $9,000, regardless of your income or wealth." source
"Built for people with $1M+ saved who want to be partners in it" source
"A flat-fee, four-month planning engagement — $9,000, regardless of your income or wealth." source
"A flat-fee, four-month planning engagement — $9,000, regardless of your income or wealth." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $93 million |
| Individual clients | 45 |
| High-net-worth clients | 37 |
| Accounts managed | 300 |
| Employees | 8 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-135890) |
| Financial planning | Offered |
| Form ADV filed | August 3, 2026 |
| SEC record | CRD 317288 |