Peak Financial Planning is a fee-only RIA focused on retirement income planning, delivering $8,000 four-month engagements covering Social Security, tax-aware withdrawals, and Roth conversions. The firm is a small, remote-first team with a structured training system and a clear promotion path to Financial Planner.
Salary Distribution
1 of 1 jobs
$72,000
Min
$72,000
25th
$72,000
Median
$72,000
75th
$72,000
Max
Benefits Overview
1 of 1 jobs
401(k)
(1)
CFP Education Reimbursement
(1)
Health Insurance
(1)