Peter Tennyson
North Bay Wealth Management · Petaluma, California
Peter Tennyson is a fee-only financial advisor at North Bay Wealth Management in Petaluma, California, who holds the CFP credential. North Bay Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | North Bay Wealth Management |
|---|---|
| Based in | Petaluma, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $107.3M across 340 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6218746 |
| Exams passed | Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.northbaywealth.com |
How Peter's firm compares
- North Bay Wealth Management's average account is about $316,000, from its Form ADV (assets managed divided by 340 accounts).
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Questions about Peter
Is Peter Tennyson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and North Bay 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, North Bay Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Peter Tennyson based?
Peter Tennyson is based in Petaluma, California.
What credentials does Peter Tennyson hold?
Peter Tennyson holds the CFP credential.
Is Peter Tennyson registered with the SEC?
Yes. Peter Tennyson is registered as an investment adviser representative in CA and TX (CRD 6218746), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does North Bay Wealth Management manage?
North Bay Wealth Management reports $107.3M across 340 accounts in assets under management.
How do I contact Peter Tennyson?
Through Peter's website, www.northbaywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Petaluma
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
- North Bay 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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