Kennewick, WA 8203 W Quinault Suite 101 logo

Kennewick, WA 8203 W Quinault Suite 101 Office

Team
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Petersen Hastings Wealth Advisors, Inc. logo

Petersen Hastings Wealth Advisors, Inc.

Team

Firm-wide stats for Petersen Hastings Wealth Advisors, Inc.

Total advisors

16

Across 2 offices

Clients per advisor

77 High

Avg AUM per client

$956,232 Typical

HNW client ratio

30% Typical

About

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.

Based on Petersen Hastings Wealth Advisors, Inc.

Expertise

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Trust structures (GRAT, IDGT, revocable)

Based on Petersen Hastings Wealth Advisors, Inc.

Location

8203 W Quinault, Suite 101

Kennewick WA 99336

Advisors at this office

13

Advisors at this office

user avatar

Cameron R

Series 65

Kennewick, WA

Petersen Hastings Wealth Advisors, Inc.

Cameron Ridgeway is a financial advisor at Petersen Hastings Wealth Advisors, Inc. with five years of industry experience. He holds a Series 65 designation and has worked primarily at Petersen Hastings since 2017, with additional roles at Eastern Washington University and Isoray Inc. Petersen Hastings serves individuals, including high-net-worth clients, as well as corporate pension plans, trusts, and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a passive, low-cost investment approach based on Modern Portfolio Theory, emphasizing diversified exposure through indexed and passive funds, periodic rebalancing, and fiduciary services for retirement plans.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Trust structures (GRAT, IDGT, revocable)
user avatar

Joshua C

Series 65

Kennewick, WA

Petersen Hastings Wealth Advisors, Inc.

Joshua Chittenden is a financial advisor with Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA. He holds a Series 65 credential and has 18 years of industry experience, including over 20 years with Petersen Hastings Investment Management. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and more than 1,000 client relationships. The firm serves individuals, high-net-worth clients, retirement plans, charitable organizations, and institutions using a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Trust structures (GRAT, IDGT, revocable)
user avatar

Mathew L

Series 65

Kennewick, WA

Petersen Hastings Wealth Advisors, Inc.

Mathew Legard is a financial advisor at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Petersen Hastings, he worked briefly at Kellers Supply Co and was a student for nine years. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion for over 1,000 clients. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporations, employing a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Trust structures (GRAT, IDGT, revocable)
user avatar

Haley J

Series 65

Kennewick, WA

Petersen Hastings Wealth Advisors, Inc.

Haley Johnson is a financial advisor at Petersen Hastings Wealth Advisors, Inc. with six years of industry experience. She holds a Series 65 designation and has been with Petersen Hastings Investment Management since 2019. Prior to that, she worked at Charter College from 2014 to 2019. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors. The firm serves individuals, high-net-worth clients, institutions, and other organizations using a predominantly passive, low-cost investment strategy grounded in Modern Portfolio Theory.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Trust structures (GRAT, IDGT, revocable)
user avatar

John K

Series 63, Series 66

Kennewick, WA

Petersen Hastings Wealth Advisors, Inc.

John Keyes is a financial advisor with Petersen Hastings Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Prior to joining Petersen Hastings in 2020, he worked at Cetera Investment Advisers LLC and Baker Boyer Bank. Petersen Hastings Wealth Advisors is a fee-only, SEC-registered firm managing approximately $1.28 billion for over 1,000 clients. The firm serves individuals, high-net-worth clients, institutions, and charitable organizations using a predominantly passive, low-cost investment strategy grounded in Modern Portfolio Theory.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Trust structures (GRAT, IDGT, revocable)
user avatar

Ben T

Series 63, Series 65

Kennewick, WA

Petersen Hastings Wealth Advisors, Inc.

Ben Tanke is a financial advisor at Petersen Hastings Wealth Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Petersen Hastings since 2016. Petersen Hastings serves individuals, institutional clients, and charitable organizations with discretionary investment management, financial planning, retirement plan consulting, and trust administration. The firm follows a passive, low-cost investment approach based on Modern Portfolio Theory, emphasizing diversified exposure through indexed and passive mutual funds and ETFs.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Trust structures (GRAT, IDGT, revocable)
user avatar

Matthew P

Series 65

Kennewick, WA

Petersen Hastings Wealth Advisors, Inc.

Matthew Petersen is a financial advisor with Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, holding a Series 65 designation and 13 years of industry experience. He has been with Petersen Hastings Investment Management Inc. since 2013. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, retirement plans, charitable organizations, and institutions through a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Trust structures (GRAT, IDGT, revocable)
user avatar

Cory B

Series 63, Series 65

Kennewick, WA

Petersen Hastings Wealth Advisors, Inc.

Cory Briggs is a financial advisor at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Petersen Hastings Investment Management since 2016 and previously worked at Powell Christensen, Inc. in 2016. Petersen Hastings Wealth Advisors is a fee-only, SEC-registered firm managing approximately $1.28 billion for over 1,000 clients. The firm serves individuals, high-net-worth clients, institutions, and insurance companies using a predominantly passive, low-cost investment strategy based on Modern Portfolio Theory.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Trust structures (GRAT, IDGT, revocable)
user avatar

Susan L

Series 63, Series 65

Kennewick, WA

Petersen Hastings Wealth Advisors, Inc.

Susan Larson is a financial advisor at Petersen Hastings Wealth Advisors, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill Lynch, J.P. Morgan, and New York Life Insurance Company. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and insurance company clients, using a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Trust structures (GRAT, IDGT, revocable)
user avatar

Andrew B

Series 65

Kennewick, WA

Petersen Hastings Wealth Advisors, Inc.

Andrew Bennett is a financial advisor at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Petersen Hastings in 2024, he worked as an independent contractor and held positions at USAA and various other firms. Petersen Hastings serves individuals—including high-net-worth clients—corporate pension and profit-sharing plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a passive, low-cost investment approach focused on diversified exposure through indexed and passive mutual funds and ETFs, alongside discretionary investment management and financial planning services.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Trust structures (GRAT, IDGT, revocable)
user avatar

Rachel C

CFP®

Kennewick, WA

Petersen Hastings Wealth Advisors, Inc.

Rachel Chacko is a CFP® professional with four years of industry experience, currently serving at Petersen Hastings Wealth Advisors, Inc. She previously worked at Carlson Capital Management and spent seven years at Whitman College. Petersen Hastings Wealth Advisors is a fee-only SEC-registered firm managing approximately $1.28 billion for individuals, institutions, and retirement plans. The firm employs a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory and offers discretionary investment management, financial planning, retirement plan consulting, and trust administration services.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Trust structures (GRAT, IDGT, revocable)
user avatar

Lilymarie M

Series 65

Kennewick, WA

Petersen Hastings Wealth Advisors, Inc.

Lilymarie Mc Keirnan is a financial advisor at Petersen Hastings Wealth Advisors, Inc. with three years of industry experience. She holds a Series 65 designation and has worked in various educational roles prior to joining Petersen Hastings in 2022. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and institutions using a predominantly passive, low-cost investment approach based on Modern Portfolio Theory.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Trust structures (GRAT, IDGT, revocable)
user avatar

Diane G

Series 65

Kennewick, WA

Petersen Hastings Wealth Advisors, Inc.

Diane Gaines is a Series 65-licensed financial advisor with Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA. She has 18 years of industry experience and has been with Petersen Hastings since 2001. Petersen Hastings Wealth Advisors is a fee-only, SEC-registered firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and institutions using a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Trust structures (GRAT, IDGT, revocable)
View complete list of advisors at this office
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