# Eric Peterson

> Eric Peterson is a fee-only financial advisor at Peterson Financial Group in Des Moines, Iowa. Peterson Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Peterson Financial Group
- **Based in:** Des Moines, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $299.2M across 1,359 accounts
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2559934 (https://adviserinfo.sec.gov/individual/summary/2559934)
- **SEC registration:** Investment adviser representative in IA, TX
- **Exams passed:** Series 63 (1994), Series 65 (2006)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.petersonfg.com/

## Frequently asked questions

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

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

### How does Eric charge for financial advice?

Eric's firm, Peterson Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Eric Peterson based?

Eric Peterson is based in Des Moines, Iowa.

### Is Eric Peterson registered with the SEC?

Yes. Eric Peterson is registered as an investment adviser representative in IA and TX (CRD 2559934), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Peterson Financial Group manage?

Peterson Financial Group reports $299.2M across 1,359 accounts in assets under management.

### How do I contact Eric Peterson?

Through Eric's website, www.petersonfg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2559934): 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 (https://petersonfg.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.