A complete list of active advisors currently associated with Petersen and Hicks

Warmer can help you find a great advisor at Petersen and Hicks or one who fits your needs even better.

Petersen and Hicks serves individual clients, including high-net-worth individuals, offering comprehensive financial planning, investment portfolio advisory, and on-request consulting. The firm also refers clients to third‑party investment managers for ongoing asset management and assists with non‑discretionary trade execution when requested. The firm describes its role as a fiduciary and tailors advice to each client’s objectives, risk tolerance, and time horizon using fundamental analysis and periodic reviews; it conducts due diligence and ongoing monitoring of third‑party managers when they are used. Notably, Petersen and Hicks charges flat or hourly advisory fees rather than a percentage‑of‑assets model and does not provide continuous supervisory investment management or report regulatory assets under management. Distinctive features disclosed in the brochure include principals who are enrolled agents providing tax preparation and a partner who is a licensed insurance agent, both offered under separate engagement agreements, and the firm’s occasional practice of crossing bonds between consenting clients to reduce transaction costs. The firm participates in a major custody program and discloses referral arrangements with third‑party managers, with referral fees credited against client fees to address the resulting conflict of interest.

To learn more about the advisors currently working at Petersen and Hicks, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.