Peter Finn
Finn Wealth · Spokane, Washington
Peter Finn is a fee-only financial advisor at Finn Wealth in Spokane, Washington. Peter focuses on retirement planning. Finn Wealth reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Finn Wealth |
|---|---|
| Based in | Spokane, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $13.5M across 199 accounts |
| SEC registration | Investment adviser representative in AK, ID, NC, WA · CRD 6455286 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.winwithfinn.com |
| Profile |
How Peter's firm compares
- Finn Wealth's average account is about $68,000, from its Form ADV (assets managed divided by 199 accounts).
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Questions about Peter
Is Peter Finn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Finn Wealth 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, Finn Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Peter Finn based?
Peter Finn is based in Spokane, Washington.
What does Peter specialize in?
Peter's specialties include retirement planning. Peter works with pre-retirees.
Is Peter Finn registered with the SEC?
Yes. Peter Finn is registered as an investment adviser representative in AK, ID, NC and WA (CRD 6455286), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Finn Wealth manage?
Finn Wealth reports $13.5M across 199 accounts in assets under management.
How do I contact Peter Finn?
Through Peter's website, www.winwithfinn.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
- Finn Wealth 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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