Andrew Peterson
R2 Wealth Management Partners · Lincoln, Nebraska
Andrew Peterson is a fee-only financial advisor at R2 Wealth Management Partners in Lincoln, Nebraska. R2 Wealth Management Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | R2 Wealth Management Partners |
|---|---|
| Based in | Lincoln, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $236.0M across 883 accounts |
| SEC registration | Investment adviser representative in NE, TX · CRD 5664080 |
| Exams passed | Series 63 (2009) · Series 65 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.r2wealth.com |
| Profile |
How Andrew's firm compares
- R2 Wealth Management Partners's average account is about $267,000, from its Form ADV (assets managed divided by 883 accounts).
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Questions about Andrew
Is Andrew Peterson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and R2 Wealth Management Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, R2 Wealth Management Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Peterson based?
Andrew Peterson is based in Lincoln, Nebraska.
Is Andrew Peterson registered with the SEC?
Yes. Andrew Peterson is registered as an investment adviser representative in NE and TX (CRD 5664080), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does R2 Wealth Management Partners manage?
R2 Wealth Management Partners reports $236.0M across 883 accounts in assets under management.
How do I contact Andrew Peterson?
Through Andrew's website, www.r2wealth.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
- 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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