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Dominic Sean Garris

Peak Retirement Planning, Inc.

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About Dominic Sean Garris

Dominic Garris is an investment advisor representative with Peak Retirement Planning, Inc., a firm based in Columbus, Ohio. Dominic is registered with the state of Ohio and Louisiana. Dominic is a Series 65 licensed individual. Dominic also has a business, DGARRIS ENTERPRISES, LLC, which is not investment-related. Dominic's focus is on financial planning and portfolio management for individuals. Peak Retirement Planning, Inc. manages over $150 Million for individual clients.

Firm Information

Dominic Garris is currently registered with Peak Retirement Planning, Inc.. Peak Retirement Planning, Inc. is a registered investment advisor based in Columbus, OH. They specialize in providing financial planning and portfolio management services to individuals. The firm manages approximately $151.89 million in assets for 895 clients.
Peak Retirement Planning, Inc.

3600 OLENTANGY RIVER ROAD

COLUMBUS, OH 43214

$151.90M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dominic Garris’s Registration & Firm History

OH

07/30/2022 - Present

Peak Retirement Planning, Inc. (COLUMBUS OH)

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Licenses & Designations

IA

Issued 07/25/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dominic Sean Garris.
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