Firm
Peak Investment Coaching
Logan, Utah
Fee-only
Peak Investment Coaching at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 380 individual clients, 11 of them high net worth.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Logan, Utah |
|---|---|
| Website | peakinvestmentcoaching.com |
| Phone | (435) 494-1742 |
Peak Investment Coaching fees
Peak Investment Coaching doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Individual clients | 369 |
| High-net-worth clients | 11 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | July 10, 2026 |
| SEC record | CRD 167757 |