Peterson Cenerino
Proxy Wealth · Windermere, Florida
Peterson Cenerino is a fee-only financial advisor at Proxy Wealth in Windermere, Florida. Peterson focuses on tax planning and small business owners. Proxy Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Proxy Wealth |
|---|---|
| Based in | Windermere, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $83.3M across 614 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7842129 |
| Exams passed | Series 65 (2023) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.proxywealth.com |
How Peterson's firm compares
- Proxy Wealth's average account is about $136,000, from its Form ADV (assets managed divided by 614 accounts).
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Questions about Peterson
Is Peterson Cenerino a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peterson holds no broker registration, and Proxy Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peterson charge for financial advice?
Peterson's firm, Proxy Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peterson Cenerino based?
Peterson Cenerino is based in Windermere, Florida.
What does Peterson specialize in?
Peterson's specialties include tax planning and small business owners. Peterson works with founders.
Is Peterson Cenerino registered with the SEC?
Yes. Peterson Cenerino is registered as an investment adviser representative in FL (CRD 7842129), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Proxy Wealth manage?
Proxy Wealth reports $83.3M across 614 accounts in assets under management.
How do I contact Peterson Cenerino?
Through Peterson's website, www.proxywealth.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
- Proxy Wealth 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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