Advisor at Peak Wealth Group LLC
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Firm
Peak Wealth Group LLC
Location
St. Augustine, FL 32086
Credentials
Series 66
Industry experience
23 years
Allan Harkness is a financial advisor with Peak Wealth Group LLC in St. Augustine, FL, holding a Series 66 designation and 23 years of industry experience. He has worked at Quantum Capital, LLC, Dempsey Lord Smith, LLC, and Peak Brokerage Services LLC, and has been with Peak Wealth Group since 2009. Outside of his advisory role, Mr. Harkness is the owner and president of Highland Financial Advisors, LLC, an insurance agency, and serves as Director, Chairman, and CEO of the Foundation For Legacy Planning, Inc. Peak Wealth Group provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses client risk analyses and written investment policy statements to guide investment decisions and employs a combination of fundamental, technical, and cyclical analysis in security selection.
Based on Peak Wealth Group LLC
Based on Peak Wealth Group LLC
Negotiable fixed fee with a maximum of $2,500 for financial planning services
$0 - $250,000: 2.50% annually $250,001 - $500,000: 2.50% annually $500,001 - $1,000,000: 2.50% annually $1,000,001 - $2,500,000: 2.50% annually $2,500,001 - $5,000,000: 2.50% annually $5,000,001+: 2.50% annually
$250 per hour for financial planning services
Fee-only: Hourly fee of $250 per hour for financial planning services; Negotiable fixed fees up to $2,500 for financial planning services based on complexity
4475 Us Hwy 1 South, Suite 206
St. Augustine, FL 32086
Florida · Georgia · Missouri · North Carolina
Quantum Capital, LLC
2022 - Present (4 years)
Dempsey Lord Smith, LLC
2020 - 2022 (2 years)
Peak Brokerage Services LLC
2011 - 2020 (9 years)
Peak Wealth Group, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
CFP®
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Hunter Kelly, CFP® is the founder of Palm Valley Wealth Management. Hunter has dedicated his career to helping clients achieve genuine financial planning that is advice-driven rather than product-driven. His approach is to take a holistic view of each client's unique story and provide strategic advice based on their goals and values. Hunter spent six years working with clients directly at a large traditional firm, earning his CERTIFIED FINANCIAL PLANNER™ designation along the way. Today, he resides in St. Augustine, Florida with his wife, Emily, and their two children, Lucas and Leah. In his free time, he enjoys grilling, spending time outdoors with his family, and socializing with friends.
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