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

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

Peterson Wealth Advisors, LLC is a fee-based SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations and business entities, managing roughly $830 million for about 653 clients across a 12-advisor team. The firm provides financial planning and portfolio management through both discretionary and non-discretionary arrangements, developing individualized investment policies based on client goals, time horizons, risk tolerance and liquidity needs. The firm implements portfolios primarily with ETFs and, when appropriate, mutual funds, and has added direct indexing and cryptocurrency to its recommended instruments; it employs both long- and short-term strategies and may pursue tax-loss harvesting in taxable accounts. Accounts are reviewed by an investment committee at least quarterly and the firm emphasizes tailoring investments and tax considerations to each client’s circumstances. Several features in the firm’s disclosures are uncommon among peers: its materials indicate use of client testimonials and the inclusion of predecessor and hypothetical performance in advertising, and the firm discloses the use of solicitors for client referrals and receipt of royalties for books authored by a firm principal. Peterson also participates in an institutional custodian program and recommends Charles Schwab and Fidelity, and operates a tax-preparation benefit for retired clients who meet its managed-asset threshold.

To learn more about the advisors currently working at Peterson Wealth Advisors, 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.