Peak Investment Coaching, LLC

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Client assets under management

Clients

380

3% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

190

Very High

Average account size

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

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Cash flow / budgeting General tax planning General estate planning guidance College savings (529s, UTMA, etc.)

Occupation focus

Retired Founder/Business Owner

Fee options

Fixed

Financial Planning fees $450-$1,500; Portfolio Analysis (MRI) fees $95-$495, both negotiable flat fees.

Percentage

0.25% to 1.00% annually (negotiable based on assets and Model Portfolio chosen)

Other

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

Most active in

Idaho · Utah · Wyoming

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 435-494-1742

Advisors at this firm

Shane R

Series 65

Logan, UT

Peak Investment Coaching, LLC

Shane Robbins is a financial advisor at Peak Investment Coaching, LLC in Logan, UT, holding a Series 65 designation with two years of industry experience. Prior to joining Peak Investment Coaching, he worked at Schreiber Foods Inc. and Mattress Firm. Peak Investment Coaching serves individual clients and pension plans by providing personalized, fee-based financial planning and portfolio management. The firm relies on Matson Money for trading discretion and custody while advising clients on objectives, model selection, and ongoing monitoring, and offers educational seminars and workshops uncommon among its peers.

General retirement planning Cash flow / budgeting General tax planning General estate planning guidance College savings (529s, UTMA, etc.) Retired Founder/Business Owner

David S

Series 63, Series 65

Logan, UT

Peak Investment Coaching, LLC

David Shapiro is a financial advisor with Peak Investment Coaching, LLC in Logan, Utah, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Peak Investment Coaching since 2013 and also owns and manages Peak Insurance, LLC, where he is involved in insurance sales and services. Peak Investment Coaching serves individual clients and pension plans with personalized, fee-based financial planning and portfolio management. The firm partners with Matson Money, Inc. for portfolio implementation and custody, combining fundamental and technical analysis to tailor strategies through one-time financial plans and portfolio analyses, and offers public seminars and client workshops focused on investment education.

General retirement planning Cash flow / budgeting General tax planning General estate planning guidance College savings (529s, UTMA, etc.) Retired Founder/Business Owner

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