A complete list of active advisors currently associated with Peterson Garrett, LLC

Warmer can help you find a great advisor at Peterson Garrett, LLC or one who fits your needs even better.

Peterson Garrett, LLC is a small independent advisory firm that provides ongoing portfolio management and direct asset management to a limited number of individual clients. The firm works with clients to determine investment goals, time horizons, objectives, and risk tolerance, and documents those in a written investment policy for each account. The advisor principally operates on a non‑discretionary basis, requiring client approval before executing transactions and providing at least quarterly written statements of account holdings. Investment selection, asset allocation, and portfolio monitoring are handled by the advisor subject to client‑specified objectives and custodial arrangements. What is noteworthy about Peterson Garrett is its use of a performance‑based compensation component tied to capital appreciation, structured with a high‑water mark and a minimum return condition — a practice that is uncommon among independent firms. Combined with its predominantly non‑discretionary mandate and very small, single‑advisor client base, the firm’s operating model differs from most peers in the independent-advisor category.

To learn more about the advisors currently working at Peterson Garrett, LLC, 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.