Ronald Peck is a CFP-designated registered investment advisor at Fearless Wealth, based in Kirkland, WA, with 18 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 53 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees can sometimes be lower than 2.00%.
Fee Estimator
Location
Kirkland, WA
Get directionsHistory
Regulatory History (2)
Regulatory
November 2018Customer Dispute
October 2017Other Business Activities
Ronald owns Fearless Wealth, LLC, an investment education company, since 1998. He spends a few hours per week on this business, primarily maintaining the website and publishing a monthly research letter.
Employment History
Current Registrations
Fearless Wealth
Previous Registrations
Rc Peck, II
State Registrations2 states
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.