Peak Investment Coaching, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
380
3% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
190
Average account size
$0
About
Peak Investment Coaching serves individual clients and pension plans, delivering personalized, fee-based financial planning and portfolio management. The firm’s advisory services include retirement and estate planning, tax and cash‑flow reviews, education funding, and acting as a secondary advisor to Matson Money, Inc., which implements client accounts.
The firm exclusively uses Matson Money’s portfolio offerings and implementation services and relies on Matson Money for trading discretion and custody while advising clients on objectives, model selection and ongoing monitoring. Peak Investment combines fundamental and technical analysis in its planning work and provides one‑time financial plans and a flat‑fee portfolio “MRI” analysis to tailor strategies to client goals and any client‑imposed restrictions.
Distinctive features include regularly held, no‑charge public seminars and ongoing client workshops that provide investment education and briefly describe funds offered by Matson Money—an offering that is uncommon among supported peers. The firm’s ADV also reports that it had no assets under management as of December 31, 2025 and operates primarily through fee arrangements remitted by Matson Money rather than direct custodial AUM.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fees $450-$1,500; Portfolio Analysis (MRI) fees $95-$495, both negotiable flat fees.
0.25% to 1.00% annually (negotiable based on assets and Model Portfolio chosen)
Account minimum: No specific minimum investment to open an account; however, accounts with $5,000 or less require ongoing monthly contributions of at least $25. Fee-only: Financial Planning flat fees between $450 and $1,500; Portfolio Analysis (MRI) flat fees between $95 and $495.
Main office location
Peak Investment Coaching, LLC
88 West Center Street
Logan UT 84321, United States
Number of offices
1
Most active in
Idaho · Utah · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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