Brian Peterson
Endurance Financial Group · St. Paul, Minnesota
Brian Peterson is a fee-only financial advisor at Endurance Financial Group in St. Paul, Minnesota, who holds the CFP and MBA credentials. Endurance Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Endurance Financial Group |
|---|---|
| Based in | St. Paul, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $18.1M across 55 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in MN, TX, WI · CRD 5592320 |
| Exams passed | Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | efg-planning.com |
How Brian's firm compares
- Endurance Financial Group's average account is about $330,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about Brian
Is Brian Peterson a fee-only financial advisor?
Yes. Brian Peterson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brian's firm.
How does Brian charge for financial advice?
Brian's firm, Endurance Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Brian work with clients virtually?
Yes. Endurance Financial Group says on its website that it works with clients remotely.
Where is Brian Peterson based?
Brian Peterson is based in St. Paul, Minnesota.
What credentials does Brian Peterson hold?
Brian Peterson holds the CFP and MBA credentials.
Is Brian Peterson registered with the SEC?
Yes. Brian Peterson is registered as an investment adviser representative in MN, TX and WI (CRD 5592320), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Endurance Financial Group manage?
Endurance Financial Group reports $18.1M across 55 accounts in assets under management.
How do I contact Brian Peterson?
Through Brian's website, efg-planning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St. Paul
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Endurance Financial Group website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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