Alexander Call
Peterson Wealth Advisors · Orem, Utah
Alexander Call is a fee-only financial advisor at Peterson Wealth Advisors in Orem, Utah, who holds the CFP credential. Alexander charges an ongoing planning fee (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Peterson Wealth Advisors |
|---|---|
| Based in | Orem, Utah |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $829.7M across 1,988 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, UT · CRD 6309288 |
| Exams passed | Series 65 (2014) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.petersonwealth.com |
| Profile |
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Questions about Alexander
Is Alexander Call a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Peterson Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexander charge for financial advice?
Alexander charges an ongoing planning fee.
How much does Alexander charge?
According to Peterson Wealth Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Alexander Call based?
Alexander Call is based in Orem, Utah.
What does Alexander specialize in?
Alexander's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Alexander works with pre-retirees.
What credentials does Alexander Call hold?
Alexander Call holds the CFP credential.
Is Alexander Call registered with the SEC?
Yes. Alexander Call is registered as an investment adviser representative in TX and UT (CRD 6309288), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Peterson Wealth Advisors manage?
Peterson Wealth Advisors reports $829.7M across 1,988 accounts in assets under management.
How do I contact Alexander Call?
Through Alexander's website, www.petersonwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Peterson Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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