Jeffrey Lindsay
Peterson Wealth Advisors · Orem, Utah
Jeffrey Lindsay is a fee-only financial advisor at Peterson Wealth Advisors in Orem, Utah, who holds the CFP credential. Jeffrey charges an ongoing planning fee (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Peterson Wealth Advisors |
|---|---|
| Based in | Orem, Utah |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $829.7M across 1,988 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, UT · CRD 5279879 |
| Exams passed | Series 63 (2007) · Series 65 (2012) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.petersonwealth.com |
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Questions about Jeffrey
Is Jeffrey Lindsay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Peterson Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey charges an ongoing planning fee.
How much does Jeffrey charge?
According to Peterson Wealth Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Jeffrey Lindsay based?
Jeffrey Lindsay is based in Orem, Utah.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Jeffrey works with pre-retirees.
What credentials does Jeffrey Lindsay hold?
Jeffrey Lindsay holds the CFP credential.
Is Jeffrey Lindsay registered with the SEC?
Yes. Jeffrey Lindsay is registered as an investment adviser representative in TX and UT (CRD 5279879), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Peterson Wealth Advisors manage?
Peterson Wealth Advisors reports $829.7M across 1,988 accounts in assets under management.
How do I contact Jeffrey Lindsay?
Through Jeffrey's website, www.petersonwealth.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 Wealth Advisors 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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