# Chad Peterson

> Chad Peterson is a fee-only financial advisor at Columbia River Financial Group in Vancouver, Washington, who holds the CFP credential. Chad charges a percentage of assets and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/chad-peterson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Columbia River Financial Group
- **Based in:** Vancouver, Washington
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $194.8M across 731 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 2381093 (https://adviserinfo.sec.gov/individual/summary/2381093)
- **SEC registration:** Investment adviser representative in FL, OR, WA
- **Exams passed:** Series 63 (1993), Series 66 (2003)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.columbiariverfg.com

## Frequently asked questions

### Is Chad Peterson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Columbia River Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Chad charge for financial advice?

Chad charges a percentage of assets.

### Where is Chad Peterson based?

Chad Peterson is based in Vancouver, Washington.

### What does Chad specialize in?

Chad's specialties include retirement planning.

### What credentials does Chad Peterson hold?

Chad Peterson holds the CFP credential.

### Is Chad Peterson registered with the SEC?

Yes. Chad Peterson is registered as an investment adviser representative in FL, OR and WA (CRD 2381093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Columbia River Financial Group manage?

Columbia River Financial Group reports $194.8M across 731 accounts in assets under management.

### How do I contact Chad Peterson?

Through Chad's website, www.columbiariverfg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2381093): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://www.columbiariverfg.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.