Joseph Schmitz,
Joseph Schmitz, is a CFP, ChFC-designated registered investment advisor at Peak Retirement Planning, INC., based in Columbus, OH, with 7 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 713 clients with $420M 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 | 1.50% |
Maximum annual advisory fee is 1.50%. Fees may be negotiable.
Fee Estimator
Location
3600 Olentangy River Road, Building 501, Columbus, OH, 43214
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph works as an insurance agent in Ohio since 2021, selling various insurance products. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Peak Retirement Planning, INC.
Previous Registrations
Spc
Parkland Securities, LLCBroker
First Command Advisory Services
First Command Brokerage Services, INC.Broker
State Registrations3 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.