Firm
Peak Wealth Management
Saratoga Springs, New York
Fee-only
Peak Wealth Management at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 50 individual clients.
- Its average account is about $307,000 (assets it manages divided by its 127 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Saratoga Springs, New York |
|---|---|
| Website | peakwealthmgmt.com |
| Phone | (518) 363-7998 |
Peak Wealth Management fees
Peak Wealth Management 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $39 million |
| Individual clients | 50 |
| Accounts managed | 127 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-130972) |
| Financial planning | Offered |
| Form ADV filed | September 10, 2026 |
| SEC record | CRD 332411 |