# Steve Peterson

> Steve Peterson is a fee-only financial advisor at Personal Financial Advice & Insights, LLC in Stevensville, Michigan, who holds the CRPC credential. Steve charges a subscription and a one-time planning fee (subscription from $2,500 a year and one-time plans from $5,000) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/steve-peterson/
Built from public directory listings; last checked November 2, 2026.

## Facts

- **Firm:** Personal Financial Advice & Insights, LLC
- **Based in:** Stevensville, Michigan
- **Fee model:** Subscription; One-time planning fee
- **Fees (Advice-Only Network profile):** subscription from $2,500 a year; one-time plans from $5,000
- **Works virtually:** Yes (Advice-Only Network profile)
- **Accepting new clients:** Yes (Advice-Only Network profile)
- **Credentials:** CRPC
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **Website:** https://www.pfinaai.com

## About

Steve Peterson specializes in pre-retirement and retirement planning, with an emphasis on tax strategy and a high degree of retirement security. Financial planning was a hobby throughout a corporate career, and it became a second act after retirement, pursued out of interest rather than need.

Steve's retirement expertise comes from training as a Chartered Retirement Planning Counselor and from planning and carrying out a personal retirement, which included weighing pension options, building a Social Security strategy, comparing Medicare options, tax planning and a strong fixed income approach.

The business is strictly flat-fee, with no billable hours and optional annual updates priced at a small fraction of typical AUM fees. Steve's goal is to help clients minimize taxes, reach financial security and build a lasting legacy.

## Frequently asked questions

### Is Steve Peterson a fee-only financial advisor?

Yes. Steve Peterson is listed in the Advice-Only Network (advice-only practices, no product sales).

### How does Steve charge for financial advice?

Steve charges a subscription and a one-time planning fee.

### Does Steve work with clients virtually?

Yes. Steve's Advice-Only Network profile says they meet with clients virtually.

### Where is Steve Peterson based?

Steve Peterson is based in Stevensville, Michigan.

### What does Steve specialize in?

Steve's specialties include retirement planning and tax planning. Steve works with retirees and pre-retirees.

### What credentials does Steve Peterson hold?

Steve Peterson holds the CRPC credential.

### How do I contact Steve Peterson?

Through Steve's website, www.pfinaai.com.

## Sources

- Advice-Only Network listing (https://adviceonlynetwork.com/advisors/Steve Peterson): advice-only practices, no product sales

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.