Peter Kendall
Tweddell Goldberg Investment Management · Sonora, California
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.
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Facts
| Firm | Tweddell Goldberg Investment Management |
|---|---|
| Based in | Sonora, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $96.9M across 114 accounts |
| SEC registration | Investment adviser representative in CA, MD · CRD 1755772 |
| Exams passed | Series 63 (2010) · Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.tginvesting.com |
| Profile |
How Peter's firm compares
- Tweddell Goldberg Investment Management's average account is about $850,000, from its Form ADV (assets managed divided by 114 accounts).
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Questions about Peter
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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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