Peterson Wealth Advisors

Wealth Management Firm in Pleasant Grove, UT

Firm Info
Address: 360 W 920 N, Orem, UT 84057, USA
Phone: (801) 225-0000

Firm Size
Assets Under Management: $505.5 million
# of Advisors: 8
# of Clients: 1,339
Client to Advisor Ratio: 167:1
Average Account Size: $377,505
# 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

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

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

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Peterson Wealth Advisors, LLC Overview

Peterson Wealth Advisors, LLC is a registered investment advisory firm that has been providing investment advice since 2008. The firm is headquartered in Orem, UT and offers a fee only service arrangement. Peterson Wealth Advisors specializes in investment advice only. They offer financial planning services and portfolio management for individuals as well as small businesses. In addition, the firm offers portfolio management for businesses or institutional clients. With a strong emphasis on personalized service, Peterson Wealth Advisors' knowledgeable advisors offer a comprehensive suite of investment and financial planning services to help their clients achieve their financial objectives.

(Peterson Wealth Advisors, LLC) serves a diverse range of clients, including individuals, high net worth individuals, charitable organizations, and other corporation types not listed. With a team of experienced financial professionals, the firm provides customized solutions to meet the unique needs of each client. Whether the client requires investment management, financial planning, estate planning, or other financial services, Peterson Wealth Advisors, LLC tailors its services to fit each client's specific financial goals and objectives. (Peterson Wealth Advisors, LLC) offers several fee structures depending on the service provided. For investment management services, the firm charges a percentage of assets under management (AUM) as the fee. This fee is typically 1% or less, depending on the size of the client's portfolio. For financial planning services, the firm charges an hourly fee or a fixed fee, depending on the complexity of the client's financial situation. Peterson Wealth Advisors, LLC believes in transparency and works with its clients to ensure that the fee structure is appropriate for the services provided. This aligns with the firm's commitment to putting its clients' interests first and providing exceptional service that meets or exceeds their expectations.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Portfolio Management services at Peterson Wealth Advisors, LLC is $500,000, as stated in their Part 2 Brochure note about investment minimums.

How This Office Can Help Pleasant Grove, UT Residents

Peterson Wealth Advisors is dedicated to helping clients in Pleasant Grove, UT achieve their financial goals. With a team of experienced financial advisors, they offer personalized solutions tailored to each client's specific needs. They take the time to get to know their clients and understand their unique financial situation before recommending any course of action. Living in Pleasant Grove, UT, individuals may be facing a variety of financial challenges. Many may be struggling with debt, such as student loans or credit card debt, and are looking for ways to manage it and make a plan to pay it off. Others may be looking to save for retirement, plan for their children's education or deal with sudden financial expenses such as a medical emergency. Peterson Wealth Advisors offers a range of services to help clients address these challenges and create a solid financial plan for the future. They provide investment management, retirement planning, insurance planning, estate planning, and tax planning services. With their guidance, clients can move forward with confidence and security, knowing that their finances are in good hands.

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

Services Offered by Peterson Wealth Advisors, 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 Advisors, 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)
Unavailable
Hourly
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 360 W 920 N, Orem, UT 84057, USA
Phone (801) 225-0000
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

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

  • Alaska
  • Arizona
  • California
  • Colorado
  • Idaho
  • Nevada
  • Texas
  • Utah
  • Washington

Disciplinary History

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

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