Firm
Peterson Financial Group
Des Moines, Iowa
Fee-only
Peterson Financial Group at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 11 employees and 516 individual clients, 64 of them high net worth.
- Its average account is about $220,000 (assets it manages divided by its 1,359 accounts).
Facts
| Based in | Des Moines, Iowa |
|---|---|
| Website | petersonfg.com |
| [email protected] | |
| Phone | (515) 226-1500 |
Peterson Financial Group fees
Peterson Financial Group 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $299 million |
| Individual clients | 452 |
| High-net-worth clients | 64 |
| Accounts managed | 1,359 |
| Employees | 11 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-120786) |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 169519 |