# Peter Kendall

> Peter Kendall is a fee-only financial advisor at Tweddell Goldberg Investment Management in Sonora, California. Tweddell Goldberg Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/peter-kendall/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Tweddell Goldberg Investment Management
- **Based in:** Sonora, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $96.9M across 114 accounts
- **CRD:** 1755772 (https://adviserinfo.sec.gov/individual/summary/1755772)
- **SEC registration:** Investment adviser representative in CA, MD
- **Exams passed:** Series 63 (2010), Series 65 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.tginvesting.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Tweddell Goldberg Investment 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, Tweddell Goldberg Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Peter Kendall based?

Peter Kendall is based in Sonora, California.

### Is Peter Kendall registered with the SEC?

Yes. Peter Kendall is registered as an investment adviser representative in CA and MD (CRD 1755772), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tweddell Goldberg Investment Management manage?

Tweddell Goldberg Investment Management reports $96.9M across 114 accounts in assets under management.

### How do I contact Peter Kendall?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1755772): 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

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