Advisor at Peak Retirement Planning, Inc.
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Firm
Peak Retirement Planning, Inc.
Location
Columbus, OH 43214
Credentials
Series 65
Industry experience
1 year
Alec Schrock is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Peak, he worked in educational roles at Taylor University and Jonathan Alder Local School District. Peak Retirement Planning serves individual and high-net-worth clients, managing approximately $416 million across 713 accounts with a team of 16 advisors. The firm offers discretionary portfolio management, ongoing financial planning, estate-planning assistance, and tax preparation services through an in-house CPA, tailoring investment strategies to clients’ risk tolerance and objectives.
Based on Peak Retirement Planning, Inc.
Based on Peak Retirement Planning, Inc.
Estate planning fees up to $25,000 per engagement; tax preparation flat rate fee negotiated per complexity
Maximum annual advisory fee of 1.50%, charged monthly in arrears based on account value
3600 Olentangy River Road, Building 501
Columbus, OH 43214
Ohio
Peak Retirement Planning, Inc.
2025 - Present (1 year)
Peak Retirement Planning, Inc.
2024 - 2024 (1 year)
Jonathan Alder Local School District
2024 - 2024 (1 year)
Taylor University
2022 - 2023 (1 year)
Taylor University
2021 - 2024 (3 years)
Jonathan Alder High School
2017 - 2021 (4 years)
Jonathan Alder Junior High School
2015 - 2017 (2 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
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