Petersen Hastings Wealth Advisors

Petersen Hastings Wealth Advisors at a glance

• One of 298 fee-only firms based in Washington in the Wellspent graph.
• 16 advisors are listed here; 1 of 16 hold the CFP.
• Its Form ADV reports 19 employees and 1,232 individual clients, 374 of them high net worth.
• Its average account is about $458,000 (assets it manages divided by its 3,444 accounts).

Fee-only advisors in Washington · What fee-only advisors charge in Washington

Facts

Petersen Hastings Wealth Advisors fees

Petersen Hastings Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (16)

• Andrew Bennett

• Ben Tanke

• Blaine Carr

• Cameron Ridgeway

• Cory Briggs

• Diane Gaines

• Haley Johnson

• John Keyes

• Joshua Chittenden

• Lilymarie McKeirnan

• Mathew Legard

• Matthew Neff

• Matthew Petersen

• Rachel Chacko

  CFP

• Scott Sarber

• Susan Larson