Peter Messina
ABG Consultants · Cottonwood Heights, Utah
Peter Messina is a fee-only financial advisor at ABG Consultants in Cottonwood Heights, Utah, who holds the CFP credential. Peter focuses on retirement planning and estate & legacy planning. ABG Consultants reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | ABG Consultants |
|---|---|
| Based in | Cottonwood Heights, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $697.4M across 1,885 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 6441267 |
| Exams passed | Series 65 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.consultabg.com |
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Questions about Peter
Is Peter Messina a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and ABG Consultants 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, ABG Consultants, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Messina based?
Peter Messina is based in Cottonwood Heights, Utah.
What does Peter specialize in?
Peter's specialties include retirement planning and estate & legacy planning. Peter works with retirees, pre-retirees and early-career professionals.
What credentials does Peter Messina hold?
Peter Messina holds the CFP credential.
Is Peter Messina registered with the SEC?
Yes. Peter Messina is registered as an investment adviser representative in UT (CRD 6441267), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ABG Consultants manage?
ABG Consultants reports $697.4M across 1,885 accounts in assets under management.
How do I contact Peter Messina?
Through Peter's website, www.consultabg.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
- ABG Consultants 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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