Stephen Peterson
Sand Hill Global Advisors · Palo Alto, California
Stephen Peterson is a fee-only financial advisor at Sand Hill Global Advisors in Palo Alto, California, who holds the CFP credential. Stephen focuses on equity compensation, founders (pre-exit) and family wealth transfer. Sand Hill Global Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Sand Hill Global Advisors |
|---|---|
| Based in | Palo Alto, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $4.39B across 2,153 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 1930500 |
| Exams passed | Series 63 (1989) |
| Firm size | 33 employees |
| Disclosures | None reported |
| Website | www.sandhillglobaladvisors.com |
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Questions about Stephen
Is Stephen Peterson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Sand Hill Global Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Sand Hill Global Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Stephen Peterson based?
Stephen Peterson is based in Palo Alto, California.
What does Stephen specialize in?
Stephen's specialties include equity compensation, founders (pre-exit), family wealth transfer and divorce financial planning. Stephen works with founders, executives and multi-generational families.
What credentials does Stephen Peterson hold?
Stephen Peterson holds the CFP credential.
Is Stephen Peterson registered with the SEC?
Yes. Stephen Peterson is registered as an investment adviser representative in CA (CRD 1930500), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sand Hill Global Advisors manage?
Sand Hill Global Advisors reports $4.39B across 2,153 accounts in assets under management.
How do I contact Stephen Peterson?
Through Stephen's website, www.sandhillglobaladvisors.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
- Sand Hill Global Advisors 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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