Michael Hampton
Peterson Wealth Advisors · Orem, Utah
Michael Hampton is a fee-only financial advisor at Peterson Wealth Advisors in Orem, Utah. Michael charges an ongoing planning fee (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Michael →
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 |
| SEC registration | Investment adviser representative in UT · CRD 8314133 |
| Exams passed | Series 65 (2026) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.petersonwealth.com |
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
Is Michael Hampton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael charges an ongoing planning fee.
How much does Michael charge?
According to Peterson Wealth Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Michael Hampton based?
Michael Hampton is based in Orem, Utah.
What does Michael specialize in?
Michael's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Michael works with pre-retirees.
Is Michael Hampton registered with the SEC?
Yes. Michael Hampton is registered as an investment adviser representative in UT (CRD 8314133), 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 Michael Hampton?
Through Michael'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.
See something wrong? Request a correction. Read our methodology.