Peterson Wealth Management

Financial Advisor in Sparks, NV

Firm Info
Address: 2255 Green Vista Dr Suite 403, Sparks, NV 89431, USA
Phone: (775) 673-1100

Firm Size
Assets Under Management: $175.8 million
# of Advisors: 3
# of Clients: 842
Client to Advisor Ratio: 281:1
Average Account Size: $208,833
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Peterson Wealth Management, LLC Overview

Peterson Wealth Management, LLC is a fee-only registered investment advisory firm, headquartered in Sparks, NV. The firm has been in operation since 2019, offering investment advice only to clients. Peterson Wealth Management provides a range of services, including financial planning, portfolio management for both individuals and small businesses, as well as portfolio management for businesses or institutional clients. As a fee-only advisory firm, Peterson Wealth Management places clients' interests first by providing unbiased investment advice and charging a transparent fee for its services. The firm's team of experienced advisors is dedicated to helping clients achieve their financial goals, offering customized investment solutions tailored to each client's unique needs. Whether working with individuals or businesses, Peterson Wealth Management takes a personalized approach to portfolio management, striving to understand each client's financial goals and risk tolerance before crafting a customized investment strategy. By prioritizing long-term goals and helping clients navigate market volatility, Peterson Wealth Management helps clients build and preserve wealth over time.

consultation fees fixed fees for specific services PETERSON WEALTH MANAGEMENT, LLC caters to a variety of clients ranging from individuals to high net worth individuals, pension or profit sharing plans, and other corporations. Their services are not priced the same for all clients and depend on the scale and complexity of the requirements that need to be managed. The firm offers a range of fee structures to choose from, depending on the service provided. These include a percentage of AUM, hourly consultation fees, or fixed fees for specific services that require bespoke solutions. It's essential for clients to understand the fee structures available before engaging with PETERSON WEALTH MANAGEMENT, LLC and to choose the one that best suits their requirements to ensure satisfactory results.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Peterson Wealth Management, LLC, the firm does not mention an investment minimum.

How This Office Can Help Sparks, NV Residents

Peterson Wealth Management is a financial advising firm that assists clients in Sparks, NV to achieve their financial goals and live the lifestyle they crave. The company provides comprehensive financial planning, investment management, and retirement planning services to ensure that their clients' finances are healthy and well maintained. They recognize that each client has a unique financial situation, and their team of dedicated professionals work collaboratively to develop customized strategies to meet individual needs. Sparks, NV residents may face various financial situations, such as planning for retirement, saving for their children's education, reducing debt, or simply building wealth. Peterson Wealth Management helps clients in these and other areas to create tailored investment plans that reflect their personal goals, income, tolerance for risk, and future planning needs. They offer guidance and advice to clients on topics such as 401(k) planning, investing in stocks and bonds, and other investment opportunities that can help build wealth over time. Peterson Wealth Management also provides clients with guidance around estate planning, insurance needs, and tax planning, ensuring that their financial plan is comprehensive and aligned with their goals.

To view the Minimum Investment and Fee Schedule for Peterson Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Peterson Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Peterson Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2255 Green Vista Dr Suite 403, Sparks, NV 89431, USA
Phone (775) 673-1100
Opening Hours
  • Mon 8 AM–4 PM
  • Tue 8 AM–4 PM
  • Wed 8 AM–4 PM
  • Thu 8 AM–4 PM
  • Fri 8 AM–4 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
4 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Peterson Wealth Management, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Louisiana
  • Nevada
  • Texas

Disciplinary History

Peterson Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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