# Corey Peterson

> Corey Peterson is a fee-only financial advisor at Great Hill Advisory in Port Washington, New York, who holds the CFP and EA credentials. Corey focuses on family wealth transfer. Great Hill Advisory reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/corey-peterson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Great Hill Advisory
- **Based in:** Port Washington, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $218.4M across 391 accounts
- **Credentials:** CFP, EA
- **Specialties:** Family wealth transfer
- **Works with:** Ultra high net worth
- **CRD:** 4502134 (https://adviserinfo.sec.gov/individual/summary/4502134)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 66 (2002), Series 63 (2014)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://greathilladvisory.com

## Frequently asked questions

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

Yes. Corey Peterson is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Corey's firm.

### How does Corey charge for financial advice?

Corey's firm, Great Hill Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Corey Peterson based?

Corey Peterson is based in Port Washington, New York.

### What does Corey specialize in?

Corey's specialties include family wealth transfer. Corey works with ultra high net worth.

### What credentials does Corey Peterson hold?

Corey Peterson holds the CFP and EA credentials.

### Is Corey Peterson registered with the SEC?

Yes. Corey Peterson is registered as an investment adviser representative in NY (CRD 4502134), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Great Hill Advisory manage?

Great Hill Advisory reports $218.4M across 391 accounts in assets under management.

### How do I contact Corey Peterson?

Through Corey's website, greathilladvisory.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/corey-peterson-10432): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.greathilladvisory.com/): specialties, clients served, and fees, checked October 28, 2026

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