Eric Peterson
Peterson Financial Group · Des Moines, Iowa
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.
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Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $299.2M across 1,359 accounts |
| SEC registration | Investment adviser representative in IA, TX · CRD 2559934 |
| Exams passed | Series 63 (1994) · Series 65 (2006) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.petersonfg.com |
How Eric's firm compares
- Peterson Financial Group's average account is about $220,000, from its Form ADV (assets managed divided by 1,359 accounts).
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Questions about Eric
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.
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
- Peterson Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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