John Peak is a PFS-designated registered investment advisor at RIA Advisory Group, LLC, based in The Villages, FL, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,618 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RIA Advisory Group charges a maximum of 2% of your account value annually for investment management. The firm uses a tiered fee structure, meaning the percentage for the highest range of your portfolio value applies to all managed assets. Fees can be paid monthly or quarterly. The fees are negotiable.
Location
The Villages, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John is a CPA and Managing Member of John Peak Jr CPA PC.
Employment History
Current Registrations
RIA Advisory Group, LLC
Previous Registrations
Advisor Back Office Technologies, LLC
Ea Advisors LLC
Berthel Fisher & Company Financial Services, INC.
Successful Resource Management, LTD.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.