# Peter Girolamo

> Peter Girolamo is a fee-only financial advisor at Retirement Wealth Center in Thousand Oaks, California. Peter charges a percentage of assets and focuses on retirement planning, estate & legacy planning and small business owners.

Page: https://find.wellspent.co/advisors/peter-girolamo/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Retirement Wealth Center
- **Based in:** Thousand Oaks, California
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $41.8M across 121 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **CRD:** 4912739 (https://adviserinfo.sec.gov/individual/summary/4912739)
- **SEC registration:** Investment adviser representative in CA, NV
- **Exams passed:** Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.retirementwealthcenter.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Retirement Wealth Center 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 charges a percentage of assets.

### Where is Peter Girolamo based?

Peter Girolamo is based in Thousand Oaks, California.

### What does Peter specialize in?

Peter's specialties include retirement planning, estate & legacy planning and small business owners.

### Is Peter Girolamo registered with the SEC?

Yes. Peter Girolamo is registered as an investment adviser representative in CA and NV (CRD 4912739), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Retirement Wealth Center manage?

Retirement Wealth Center reports $41.8M across 121 accounts in assets under management.

### How do I contact Peter Girolamo?

Through Peter's website, www.retirementwealthcenter.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4912739): 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
- The firm's website (https://retirementwealthcenter.com/): specialties, clients served, and fees, checked October 30, 2026

---

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