Peter Fugger
NRG Wealth Management · Oro Valley, Arizona
Peter Fugger is a fee-only financial advisor at NRG Wealth Management in Oro Valley, Arizona. NRG Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | NRG Wealth Management |
|---|---|
| Based in | Oro Valley, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $242.0M across 418 accounts |
| SEC registration | Investment adviser representative in AZ, CA, CO, NE · CRD 7867376 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.navigationretirement.com |
How Peter's firm compares
- NRG Wealth Management's average account is about $579,000, from its Form ADV (assets managed divided by 418 accounts).
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Questions about Peter
Is Peter Fugger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and NRG 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, NRG Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Fugger based?
Peter Fugger is based in Oro Valley, Arizona.
Is Peter Fugger registered with the SEC?
Yes. Peter Fugger is registered as an investment adviser representative in AZ, CA, CO and NE (CRD 7867376), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does NRG Wealth Management manage?
NRG Wealth Management reports $242.0M across 418 accounts in assets under management.
How do I contact Peter Fugger?
Through Peter's website, www.navigationretirement.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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