Brian Peterson
Pluto Wealth Management · Woodridge, Illinois
Brian Peterson is a fee-only financial advisor at Pluto Wealth Management in Woodridge, Illinois. Brian charges an ongoing planning fee, a one-time planning fee and a percentage of assets (ongoing planning from $1,800 a year and one-time plans from $150).
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Facts
| Firm | Pluto Wealth Management |
|---|---|
| Based in | Woodridge, Illinois |
| Fee model | Ongoing planning fee · One-time planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $1,800 a year · One-time plans from $150 |
| Accepting new clients | Yes |
| Assets under management | $1.8M across 42 accounts |
| SEC registration | Investment adviser representative in AZ, IL · CRD 4744865 |
| Exams passed | Series 63 (2004) · Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | plutowm.com |
| Profile |
How Brian's firm compares
- Ongoing planning starts at $1,800 a year, below the Illinois median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $150, below the Illinois median of $2,625 for fee-only firms that publish prices.
- Pluto Wealth Management's average account is about $42,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Brian
Is Brian Peterson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Pluto Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges an ongoing planning fee, a one-time planning fee and a percentage of assets.
How much does Brian charge?
According to Pluto Wealth Management's website, checked October 30, 2026: ongoing planning from $1,800 a year; one-time plans from $150.
Where is Brian Peterson based?
Brian Peterson is based in Woodridge, Illinois.
Is Brian Peterson registered with the SEC?
Yes. Brian Peterson is registered as an investment adviser representative in AZ and IL (CRD 4744865), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pluto Wealth Management manage?
Pluto Wealth Management reports $1.8M across 42 accounts in assets under management.
How do I contact Brian Peterson?
Through Brian's website, plutowm.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
- Pluto Wealth Management 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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