Sharon Peterson
Sharon Peterson is a ChFC-designated registered investment advisor at Sharmarc Financial Advisors, INC., based in San Diego, CA, with 43 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Annual reviews are provided at a minimum cost of $500. Fees are payable at the time the review is conducted. Plan reviews include measuring expectations to actual results and recommending changes to the plan.
- Consultation: Up to $300 per hour, paid after the consultation.
- Written financial plans: $500 to $5,000, depending on complexity. Half the fee (up to $500) is due upfront, the rest upon presentation.
- Financial planning seminars: Up to $500, usually paid in advance.
Location
16855 West Bernardo Dr, #250, San Diego, CA, 92127
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Sharon is an investment advisor representative (IAR) at SharMarc Financial Advisors, Inc., dedicating about 20% of her time to providing financial planning and consulting services. She also sells small group and individual insurance products, including life and long-term care insurance through LPL Insurance Associates, spending minimal time on this activity.
Employment History
Current Registrations
Sharmarc Financial Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sharmarc Financial Advisors
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.