Peterson Wealth Services Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$488,971,036
Clients
445
Advisors
4
of 6 employees
About
Peterson Wealth Services, Inc. provides fee‑only investment management and comprehensive financial planning to individuals and institutional clients, including small‑business owners, divorcees, retirees, high‑net‑worth individuals and financially independent women. The firm manages both discretionary and non‑discretionary accounts, offers retirement plan advisory services (including ERISA 3(21) and 3(38) roles), and provides estate, tax‑aware and goal‑based planning.
Investment decisions are guided by written client profiles and investment plans and use a strategic asset allocation approach that places passive indices and ETFs at the core while adding actively managed funds and individual equities when appropriate. The firm determines client risk tolerance through questionnaires and a third‑party risk tool (Nitrogen, formerly Riskalyze), may engage sub‑advisors for separate account management, and conducts periodic (typically quarterly) reviews of accounts.
The brochure discloses several features that set the firm apart from many peers: it offers insurance products (annuity, term, whole life, and long‑term care) and discloses earning commissions on those sales, and it has an affiliated divorce consulting business (Utah Divorce Planning) with some IARs serving as divorce specialists. The firm also notes use of third‑party technology with artificial‑intelligence components for client servicing and maintains a $1,000,000 account minimum (waivable), which together with its $528 million in discretionary AUM and four advisors informs its client service model.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for comprehensive financial planning starting at $5,000, negotiable.
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - And Above: Negotiable
Commissions earned on insurance products (annuity, term, whole, long-term care policies) sold by associated persons.
$500/hour used for prorated financial planning fee upon termination.
Account minimum: $1,000,000 Fee-only: Comprehensive Financial Planning fees starting at $5,000, negotiable; hourly rate of $500/hour for prorated fees upon termination.
Main office
1523 East Skyline Drive Suite C
South Ogden UT 84405
Advisors at this office
4
Most active in
Arizona · California · Colorado · Florida · Georgia · Idaho · Louisiana · Nebraska · New Mexico · Oklahoma · Texas · Utah · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Shaun P
Series 66
South Ogden, UT
Peterson Wealth Services Inc.
Shaun Peterson is a financial advisor at Peterson Wealth Services Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services from 2009 to 2020 before joining Peterson Wealth Services. Peterson serves as a Certified Divorce Financial Analyst with Utah Divorce Planning and is on the board of the Livastride Youth Foundation. Peterson Wealth Services, Inc. provides fee-only investment management and financial planning to individuals and institutions, including retirees, small-business owners, and high-net-worth clients. The firm employs a strategic asset allocation approach centered on passive indices and ETFs, supplemented by actively managed funds and individual equities, and offers specialized services such as divorce consulting and retirement plan advisory.
Billy P
CFP®, Series 63, Series 65
South Ogden, UT
Peterson Wealth Services Inc.
Billy Peterson is a Certified Financial Planner® with 30 years of industry experience, currently serving at Peterson Wealth Services Inc. He has worked at firms including Citigroup Global Markets and Raymond James Financial Services Advisors. Outside of his advisory role, he founded and leads the LivaStride Youth Foundation and is a certified divorce financial analyst involved in divorce settlement planning. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutional clients. The firm employs a strategic asset allocation approach centered on passive indices and ETFs, serving a broad range of clients including retirees, high-net-worth individuals, and divorcees.
Cade P
Series 63, Series 65
South Ogden, UT
Peterson Wealth Services Inc.
Cade Peterson is a financial advisor at Peterson Wealth Services Inc. with four years of industry experience. He holds Series 63 and Series 65 designations and contributes monthly articles to Speedhorse Magazine. He is also involved as an associate with Utah Divorce Planning. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutional clients, including small-business owners, divorcees, retirees, high-net-worth individuals, and financially independent women. The firm uses a strategic asset allocation approach focused on passive indices and ETFs, supplemented with actively managed funds and individual equities when appropriate.
Margaret P
Series 63, Series 66
South Ogden, UT
Peterson Wealth Services Inc.
Margaret Pigg is an advisor at Peterson Wealth Services Inc. with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Raymond James Financial Services and Utah Divorce Planning LLC, where she serves as a Relationship Manager. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutional clients, including small-business owners, divorcees, retirees, high-net-worth individuals, and financially independent women. The firm uses a strategic asset allocation approach centered on passive indices and ETFs, supplemented by actively managed funds and individual equities, and offers a range of advisory and planning services.
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