A complete list of active advisors currently associated with Petersen Hastings Wealth Advisors, Inc.
Warmer can help you find a great advisor at Petersen Hastings Wealth Advisors, Inc. or one who fits your needs even better.
Petersen Hastings serves individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, trusts, charitable organizations, corporations and other institutional clients, and provides discretionary investment management, financial planning, retirement plan consulting, trust administration, and investment consultation. The firm also offers digital-managed account options (GrowWealth Digital Strategies) and a managed‑accounts‑without‑planning pathway for smaller accounts, as described in its brochure. The firm’s investment approach is grounded in Modern Portfolio Theory and a passive, low‑cost implementation philosophy that emphasizes diversified exposure via indexed and passive mutual funds and ETFs (including allocations to DFA and Vanguard funds), long‑term holding periods, and periodic rebalancing. Petersen Hastings may allocate client assets to separately managed account programs and third‑party managers, exercises discretionary authority for day‑to‑day trading, and provides ERISA fiduciary and 3(38) manager services for retirement plans when engaged. Compared with many team firms, Petersen Hastings discloses several uncommon features: membership in The Zero Alpha Group (which advocates a 100% passive strategy), formal relationships for trust administration with National Advisors Trust, and an ongoing allocation relationship with Dimensional Fund Advisors. The firm also documents active marketing practices and third‑party validation that are rarer among peers— including a marketing agreement with Lampo Group/SmartVestor and the use of testimonials, endorsements, advertised performance results and third‑party ratings—and it describes an advised custody arrangement with LPL Financial tied to platform scale.
To learn more about the advisors currently working at Petersen Hastings Wealth Advisors, Inc., 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.
You can also browse Petersen Hastings Wealth Advisors, Inc.'s office locations.
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