Peter Dillon
United Wealth Management · Colorado Springs, Colorado
Peter Dillon is a fee-only financial advisor at United Wealth Management in Colorado Springs, Colorado, who holds the CFP credential. United Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | United Wealth Management |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $406.6M across 945 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 7133869 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.unitedwealthmanagement.com |
How Peter's firm compares
- United Wealth Management's average account is about $430,000, from its Form ADV (assets managed divided by 945 accounts).
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Questions about Peter
Is Peter Dillon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and United Wealth Management 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, United Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Dillon based?
Peter Dillon is based in Colorado Springs, Colorado.
What credentials does Peter Dillon hold?
Peter Dillon holds the CFP credential.
Is Peter Dillon registered with the SEC?
Yes. Peter Dillon is registered as an investment adviser representative in CO (CRD 7133869), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does United Wealth Management manage?
United Wealth Management reports $406.6M across 945 accounts in assets under management.
How do I contact Peter Dillon?
Through Peter's website, www.unitedwealthmanagement.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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