Thomas Challis
Peterson Wealth Advisors · Orem, Utah
Thomas Challis is a fee-only financial advisor at Peterson Wealth Advisors in Orem, Utah. Thomas charges an ongoing planning fee (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Thomas →
Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Peterson Wealth Advisors |
|---|---|
| Based in | Orem, Utah |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $829.7M across 1,988 accounts |
| SEC registration | Investment adviser representative in UT · CRD 7732404 |
| Exams passed | Series 65 (2025) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.petersonwealth.com |
Request an introduction to Thomas
Tell Thomas a little about what you're looking for. Thomas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Thomas
Is Thomas Challis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Peterson Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas charges an ongoing planning fee.
How much does Thomas charge?
According to Peterson Wealth Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Thomas Challis based?
Thomas Challis is based in Orem, Utah.
What does Thomas specialize in?
Thomas's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Thomas works with pre-retirees.
Is Thomas Challis registered with the SEC?
Yes. Thomas Challis is registered as an investment adviser representative in UT (CRD 7732404), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Peterson Wealth Advisors manage?
Peterson Wealth Advisors reports $829.7M across 1,988 accounts in assets under management.
How do I contact Thomas Challis?
Through Thomas's website, www.petersonwealth.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
- Peterson Wealth 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.
See something wrong? Request a correction. Read our methodology.