How does the advisor help clients – Key Takeaways:
PETERSON WEALTH ADVISORY, LLC is a leading financial advisory firm that helps clients achieve their financial goals through personalized and strategic planning. The team of experienced financial professionals at Peterson Wealth Advisory uses their expertise and knowledge to guide clients towards a secure financial future.
Here are some key takeaways that highlight the ways in which Peterson Wealth Advisory helps their clients:
- Provides personalized financial planning based on each client’s unique needs and goals.
- Offers a wide range of financial services to address various aspects of clients’ financial lives.
- Works with a diverse range of clients, including individuals, families, and businesses.
- Transparent and straightforward fee structure ensures clients know exactly what they are paying for.
- Team of experienced and knowledgeable financial professionals with a strong track record of success.
- Emphasizes long-term and sustainable strategies to help clients build wealth and achieve financial stability.
- Committed to providing exceptional customer service and building lasting relationships with clients.
Facts and Insights
Founded in 2005, Peterson Wealth Advisory has been providing expert financial services to clients for over 15 years. The company has a strong presence in the financial industry and is highly regarded for their professionalism and client-centric approach.
Here are some key facts and insights about Peterson Wealth Advisory:
- Currently manages over $2 billion in assets under management.
- The firm has a team of skilled financial advisors, with an average of 20 years of industry experience.
- Offers comprehensive financial planning services, including retirement planning, investment management, risk management, and estate planning.
- Has a diverse client base, including high-net-worth individuals, families, and businesses.
- Emphasizes the importance of regular communication and education with clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $2 billion | 20 |
Financial Services Offered
Peterson Wealth Advisory offers a wide range of financial services to address the various aspects of their clients’ financial lives. These services include:
- Retirement planning
- Investment management
- Wealth preservation and risk management
- Tax planning
- Estate planning
- Business consulting services
- Social Security planning
- Education funding planning
Client Types
Peterson Wealth Advisory works with a diverse range of clients, including:
- High-net-worth individuals
- Families
- Businesses
- Pre-retirees and retirees
- Professionals
- Business owners
Fees & Compensation
Peterson Wealth Advisory believes in transparent and straightforward fee structures. Clients are charged a percentage of their assets under management as a management fee. The firm also offers a performance-based fee structure for certain investment services. All fees are disclosed to clients before any services are rendered, ensuring complete transparency and understanding.
Background
Peterson Wealth Advisory was founded in 2005 by John Peterson, a highly experienced and respected financial advisor. John’s goal was to create a financial planning firm that prioritized the needs and goals of its clients above all else. Today, the company’s team of experts continues to uphold this vision and provide exceptional financial services to clients.
Financial Advisor Disclosures to Know
While it’s important to consider various aspects when choosing a financial advisor, it’s crucial to also be aware of any potential disclosures that may affect their ability to serve clients. Here are some key disclosures to know about Peterson Wealth Advisory:
- No disclosures are reported on FINRA’s BrokerCheck website.
- The firm is not involved in any legal or regulatory actions