Peter Deacon
Forrest Financial Services · Windsor Heights, Iowa
Peter Deacon is a fee-only financial advisor at Forrest Financial Services in Windsor Heights, Iowa, who holds the CFP credential. Peter focuses on tax planning and retirement planning. Forrest Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Forrest Financial Services |
|---|---|
| Based in | Windsor Heights, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $154M across 400 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA · CRD 4864977 |
| Exams passed | Series 65 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | forrestfinancialservices.com |
How Peter's firm compares
- Forrest Financial Services's average account is about $385,000, from its Form ADV (assets managed divided by 400 accounts).
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Questions about Peter
Is Peter Deacon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Forrest Financial Services 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, Forrest Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Deacon based?
Peter Deacon is based in Windsor Heights, Iowa.
What does Peter specialize in?
Peter's specialties include tax planning and retirement planning.
What credentials does Peter Deacon hold?
Peter Deacon holds the CFP credential.
Is Peter Deacon registered with the SEC?
Yes. Peter Deacon is registered as an investment adviser representative in IA (CRD 4864977), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Forrest Financial Services manage?
Forrest Financial Services reports $154M across 400 accounts in assets under management.
How do I contact Peter Deacon?
Through Peter's website, forrestfinancialservices.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
- Forrest Financial Services 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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