# Peter Bartel

> Peter Bartel is a fee-only financial advisor at Vista Investment Partners in Richmond, Indiana. Vista Investment Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/peter-bartel/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Vista Investment Partners
- **Based in:** Richmond, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $383.1M across 1,548 accounts
- **CRD:** 2351291 (https://adviserinfo.sec.gov/individual/summary/2351291)
- **SEC registration:** Investment adviser representative in IN, NC
- **Exams passed:** Series 63 (1993), Series 65 (1995)
- **Firm size:** 12 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.vistainvestment.net/

## Frequently asked questions

### Is Peter Bartel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Vista Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Peter charge for financial advice?

Peter's firm, Vista Investment Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Peter Bartel based?

Peter Bartel is based in Richmond, Indiana.

### Is Peter Bartel registered with the SEC?

Yes. Peter Bartel is registered as an investment adviser representative in IN and NC (CRD 2351291), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Vista Investment Partners manage?

Vista Investment Partners reports $383.1M across 1,548 accounts in assets under management.

### How do I contact Peter Bartel?

Through Peter's website, www.vistainvestment.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2351291): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.