Peak Wealth Planning, LLC

Peak Wealth Planning, LLC (CRD# 170262) is a financial advisory firm headquartered in , . They manage $10,500,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Peak Wealth Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Peter Newman
CRD#: 6287796
Champaign, IL 61822

Peter Newman, CFA (CRD# 6287796) founded Peak Wealth Planning, LLC in Champaign, IL to provide private clients with solutions to protect and grow their wealth. As an advisor with Peak Wealth, Peter has 2 1/2 years working with clients on achieiving specific financial goals.


Client goals include planning for retirement, transitioning to retirement, minimizing taxes, or investing operating cash from a profitable business. Peter has advised clients who have sold real estate as well as closely held stock in employee owned businesses.


Peter typically works with clients who have $2 million or more in investable assets. He does travel frequently to Chicago and other locations to meet with his clients. Peter holds the distinguished Chartered Financial Analyst designation and earned a PhD from the University of Illinois at Urbana-Champaign.


Prior to Founding Peak Wealth, Peter manged the University of Illinois' $5 billion treasury for more than a decade, where he directed opearting and endowment pool investments. Peter furnishes his expertise to individuals and families with the high standard of objectivity expected by institutional clients. He is personally committed to each client's success and invests his wealth using the same 'endowment model' as his clients.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.