Peters Wealth Group
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About
Peters Wealth Group serves individual clients — including high‑net‑worth individuals — and small businesses, delivering comprehensive wealth management that combines financial planning with ongoing portfolio management. The firm provides discretionary portfolio management, advice across a broad range of securities, and may recommend third‑party investment advisers as part of its service offering.
Investment implementation relies on model portfolios developed by the firm’s principal or by selected third parties, with accounts monitored regularly and rebalanced as needed. The firm uses fundamental, technical, and cyclical analysis and pursues both long‑ and short‑term purchase strategies, generally operating with discretionary authority over client accounts.
Several operational features distinguish the firm from many peers: it routinely offers no‑charge public educational seminars and workshops, the principal maintains a podcast/YouTube/radio presence and devotes a substantial portion of professional time to those media activities, and the firm, as a licensed insurance agency, both recommends insurance products and, for clients with at least $500,000 in assets under management, arranges and pays for third‑party tax preparation — arrangements that the firm discloses as potential conflicts of interest.
Client services
Expertise
Fee options
Commission-based compensation for insurance products sold as a licensed insurance agency.
Maximum hourly fee is $500 per hour, payable monthly in arrears.
Minimum fee: Maximum fixed fee of $10,000 annually payable monthly in advance. Fee-only: Fixed fee up to $10,000 annually; hourly fee up to $500 per hour.
Main office
470 Olde Worthington Road, #200
Westerville OH 43082
Advisors at this office
2
Most active in
Ohio · Texas
Also doing business as
Peters Management Group LLC · Peters Wealth Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Rodney P
Series 63, Series 65
Westerville, OH
Peters Wealth Group
Rodney Peters is a financial advisor with Peters Wealth Group in Westerville, OH, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Aegis Wealth Management, Eastwind Capital Wealth Management, Guardian Life Insurance, and Park Avenue Securities. In addition to his advisory work, Peters hosts an educational podcast, YouTube channel, and radio show. Peters Wealth Group serves individual clients, including high-net-worth individuals, and small businesses by providing comprehensive wealth management through financial planning and portfolio management. The firm uses model portfolios and a mix of fundamental, technical, and cyclical analyses, operating with discretionary authority and distinguishing itself by offering no-charge public educational seminars and media outreach.
Steven K
Series 63, Series 66
Westerville, OH
Peters Wealth Group
Steven Kurtz is a financial advisor at Peters Wealth Group with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Capital Analysts, and Lincoln Investment. Outside of his advisory role, he is involved as an independent contractor identifying distressed properties through a real estate venture called Kurtz Collective. Peters Wealth Group serves individual clients, including high-net-worth individuals, and small businesses by combining financial planning with ongoing portfolio management. The firm employs model portfolios, uses various analytical approaches, and offers discretionary management, along with no-charge educational seminars and media content produced by its principal.
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