Advisor at Peak Retirement Planning, Inc.
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Firm
Peak Retirement Planning, Inc.
Location
Columbus, OH 43214
Credentials
Series 66
Industry experience
1 year
Chase Bennett is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 66 credential with one year of industry experience. His prior roles include positions at LPL Financial, Wright-Patt Credit Union, and CUSO Financial Services, LP. Peak Retirement Planning serves individual and high-net-worth clients with discretionary portfolio management, financial planning, estate-planning assistance, and tax preparation services provided by an in-house CPA. The firm’s investment approach is tailored to each client’s risk tolerance and objectives, integrating tax and estate-planning support as part of its comprehensive offering.
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)
LPL Financial
2025 - 2025 (1 year)
Wright-Patt Credit Union
2025 - 2025 (1 year)
CUSO Financial Services, LP
2025 - 2025 (1 year)
Wright-Patt Credit Union
2024 - 2025 (1 year)
CUSO Financial Services, LP
2024 - 2025 (1 year)
Wright-Patt Credit Union
2023 - 2024 (1 year)
NCR Country Club
2023 - 2023 (1 year)
Buckingham Advisors
2023 - 2023 (1 year)
Wright State University
2022 - 2024 (2 years)
Mathnasium
2019 - 2023 (4 years)
Beavercreek Public Schools
2014 - 2019 (5 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
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