Lance Peters
Nautical Star Financial · Las Colinas, Texas
Lance Peters is a fee-only financial advisor at Nautical Star Financial in Las Colinas, Texas. Lance focuses on tax planning, estate & legacy planning and small business owners. Nautical Star Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Executives
Facts
| Firm | Nautical Star Financial |
|---|---|
| Based in | Las Colinas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $57.4M across 168 accounts |
| SEC registration | Investment adviser representative in ID, TX, WA · CRD 2197862 |
| Exams passed | Series 63 (1992) · Series 65 (1995) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | nauticalstarfinancial.com |
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Questions about Lance
Is Lance Peters a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lance holds no broker registration, and Nautical Star Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lance charge for financial advice?
Lance's firm, Nautical Star Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lance Peters based?
Lance Peters is based in Las Colinas, Texas.
What does Lance specialize in?
Lance's specialties include tax planning, estate & legacy planning, small business owners and founders (pre-exit). Lance works with high earners and executives.
Is Lance Peters registered with the SEC?
Yes. Lance Peters is registered as an investment adviser representative in ID, TX and WA (CRD 2197862), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nautical Star Financial manage?
Nautical Star Financial reports $57.4M across 168 accounts in assets under management.
How do I contact Lance Peters?
Through Lance's website, nauticalstarfinancial.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
- Nautical Star Financial 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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