Heidi Peterson
Portland Global Advisors · Portland, Maine
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.
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Facts
| Firm | Portland Global Advisors |
|---|---|
| Based in | Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.17B across 1,010 accounts |
| SEC registration | Investment adviser representative in ME, TX · CRD 4426978 |
| Exams passed | Series 63 (2001) · Series 65 (2018) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.portlandglobal.com |
How Heidi's firm compares
- Portland Global Advisors's average account is about $1.2 million, from its Form ADV (assets managed divided by 1,010 accounts).
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Questions about Heidi
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.
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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