Mathew Legard
Petersen Hastings Wealth Advisors · Kennewick, Washington
Mathew Legard is a fee-only financial advisor at Petersen Hastings Wealth Advisors in Kennewick, Washington. Petersen Hastings Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Petersen Hastings Wealth Advisors |
|---|---|
| Based in | Kennewick, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.58B across 3,444 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7955457 |
| Exams passed | Series 65 (2024) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | growwealthds.com |
How Mathew's firm compares
- Petersen Hastings Wealth Advisors's average account is about $458,000, from its Form ADV (assets managed divided by 3,444 accounts).
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Questions about Mathew
Is Mathew Legard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mathew holds no broker registration, and Petersen Hastings Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mathew charge for financial advice?
Mathew's firm, Petersen Hastings Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mathew Legard based?
Mathew Legard is based in Kennewick, Washington.
Is Mathew Legard registered with the SEC?
Yes. Mathew Legard is registered as an investment adviser representative in WA (CRD 7955457), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Petersen Hastings Wealth Advisors manage?
Petersen Hastings Wealth Advisors reports $1.58B across 3,444 accounts in assets under management.
How do I contact Mathew Legard?
Through Mathew's website, growwealthds.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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