# PEAK RETIREMENT PLANNING, INC.

PEAK RETIREMENT PLANNING, INC. of COLUMBUS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 317592
- Type: SEC-registered investment adviser
- SEC file number: 801-130337
- Location: 3600 OLENTANGY RIVER ROAD, BUILDING 501, COLUMBUS, OH, 43214
- Phone: (614) 500-4121
- Latest filing: 2026-07-08
- Regulatory AUM: $631.0M
- Discretionary AUM: $631.0M
- Clients: 22
- Accounts: 3,675

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Jr. Joseph Schmitz | CEO / CCO | — |
| SCHMITZ JAMES FRANCIS | CEO / CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317592/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317592/similar
- Related entities: https://search.stillhousedata.com/firm/317592/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317592

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.