Greg Peterson
Adaptive Financial Solutions, Inc. · Cambridge, Massachusetts
Greg Peterson is a fee-only financial advisor at Adaptive Financial Solutions, Inc. in Cambridge, Massachusetts, who holds the BA, CFA and CFP credentials. Greg focuses on retirement planning, estate & legacy planning and tax planning. Adaptive Financial Solutions, Inc. reports charging fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Adaptive Financial Solutions, Inc. |
|---|---|
| Based in | Cambridge, Massachusetts |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $9.7M across 27 accounts |
| Credentials | BA · CFA · CFP · MA · MBA · PhD |
| SEC registration | Investment adviser representative in MA · CRD 4586325 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | adaptivefs.com |
How Greg's firm compares
- Adaptive Financial Solutions, Inc.'s average account is about $360,000, from its Form ADV (assets managed divided by 27 accounts).
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Questions about Greg
Is Greg Peterson a fee-only financial advisor?
Yes. Greg Peterson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Greg's firm.
How does Greg charge for financial advice?
Greg's firm, Adaptive Financial Solutions, Inc., reports charging fixed fees on its SEC Form ADV.
Where is Greg Peterson based?
Greg Peterson is based in Cambridge, Massachusetts.
What does Greg specialize in?
Greg's specialties include retirement planning, estate & legacy planning and tax planning. Greg works with multi-generational families.
What credentials does Greg Peterson hold?
Greg Peterson holds the BA, CFA, CFP, MA, MBA and PhD credentials.
Is Greg Peterson registered with the SEC?
Yes. Greg Peterson is registered as an investment adviser representative in MA (CRD 4586325), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Adaptive Financial Solutions, Inc. manage?
Adaptive Financial Solutions, Inc. reports $9.7M across 27 accounts in assets under management.
How do I contact Greg Peterson?
Through Greg's website, adaptivefs.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Adaptive Financial Solutions, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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