Douglas Petersen
Amidon & Petersen Financials · Fort Pierce, Florida
Douglas Petersen is a fee-only financial advisor at Amidon & Petersen Financials in Fort Pierce, Florida. Amidon & Petersen Financials reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Amidon & Petersen Financials |
|---|---|
| Based in | Fort Pierce, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $39.1M across 141 accounts |
| SEC registration | Investment adviser representative in FL, NY · CRD 361162 |
| Exams passed | Series 63 (1991) · Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | petersenwealthmanagement.com |
| Profile |
How Douglas's firm compares
- Amidon & Petersen Financials's average account is about $277,000, from its Form ADV (assets managed divided by 141 accounts).
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Questions about Douglas
Is Douglas Petersen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Amidon & Petersen Financials reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Douglas charge for financial advice?
Douglas's firm, Amidon & Petersen Financials, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Douglas Petersen based?
Douglas Petersen is based in Fort Pierce, Florida.
Is Douglas Petersen registered with the SEC?
Yes. Douglas Petersen is registered as an investment adviser representative in FL and NY (CRD 361162), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Amidon & Petersen Financials manage?
Amidon & Petersen Financials reports $39.1M across 141 accounts in assets under management.
How do I contact Douglas Petersen?
Through Douglas's website, petersenwealthmanagement.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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