# Heidi Peterson

> Heidi Peterson is a fee-only financial advisor at Portland Global Advisors in Portland, Maine. Portland Global Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/heidi-peterson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Portland Global Advisors
- **Based in:** Portland, Maine
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.17B across 1,010 accounts
- **CRD:** 4426978 (https://adviserinfo.sec.gov/individual/summary/4426978)
- **SEC registration:** Investment adviser representative in ME, TX
- **Exams passed:** Series 63 (2001), Series 65 (2018)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://www.portlandglobal.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Heidi holds no broker registration, and Portland Global Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Heidi charge for financial advice?

Heidi's firm, Portland Global Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Heidi Peterson based?

Heidi Peterson is based in Portland, Maine.

### Is Heidi Peterson registered with the SEC?

Yes. Heidi Peterson is registered as an investment adviser representative in ME and TX (CRD 4426978), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Portland Global Advisors manage?

Portland Global Advisors reports $1.17B across 1,010 accounts in assets under management.

### How do I contact Heidi Peterson?

Through Heidi's website, www.portlandglobal.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4426978): 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

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