Firm
Peterson Wealth Advisors
Orem, Utah
Fee-only
Facts
| Based in | Orem, Utah |
|---|---|
| Website | petersonwealth.com |
| [email protected] | |
| Phone | (801) 225-0000 |
Peterson Wealth Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Typically, our clients have a minimum of $1,000,000 in investable assets" source
"They come together as one plan, for one transparent quarterly fee" source
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 |
|---|---|
| Assets managed | $830 million |
| Individual clients | 429 |
| Financial planning | Offered |
| Form ADV filed | September 8, 2026 |
| SEC record | CRD 146349 |