Peter Moulton
Twin Rivers Wealth Management · Sacramento, California
Peter Moulton is a fee-only financial advisor at Twin Rivers Wealth Management in Sacramento, California, who holds the CFP credential. Peter focuses on retirement planning. Twin Rivers Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Twin Rivers Wealth Management |
|---|---|
| Based in | Sacramento, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $121.5M across 700 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, ID, TX · CRD 6154297 |
| Exams passed | Series 66 (2013) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.tr-wealth.com |
| Profile |
How Peter's firm compares
- Twin Rivers Wealth Management's average account is about $174,000, from its Form ADV (assets managed divided by 700 accounts).
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Questions about Peter
Is Peter Moulton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Twin Rivers 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, Twin Rivers Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Moulton based?
Peter Moulton is based in Sacramento, California.
What does Peter specialize in?
Peter's specialties include retirement planning.
What credentials does Peter Moulton hold?
Peter Moulton holds the CFP credential.
Is Peter Moulton registered with the SEC?
Yes. Peter Moulton is registered as an investment adviser representative in CA, ID and TX (CRD 6154297), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Twin Rivers Wealth Management manage?
Twin Rivers Wealth Management reports $121.5M across 700 accounts in assets under management.
How do I contact Peter Moulton?
Through Peter's website, www.tr-wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Sacramento
Other advisors in California who focus on retirement planning
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
- Twin Rivers Wealth Management 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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