Scott Peterson is a ChFC-designated registered investment advisor at Peterson Wealth Advisors, LLC, based in Orem, UT, with 39 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 667 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.20% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fees and account minimums are negotiable based on factors such as anticipated future assets, account composition, and competitive considerations. Discounts may be offered to family and friends.
Fee Estimator
Location
360 West 920 North, Orem, UT, 84057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Scott is a director and office building owner for Martin Properties Corporation, a commercial property management company, dedicating minimal time. He is also a book writer as a sole proprietor, spending a few hours per week on this activity, and a professor at Brigham Young University teaching a class about retirement.
Employment History
Current Registrations
Peterson Wealth Advisors, LLC
Previous Registrations
Mutual Securities, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Tower Square Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations2 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.
Exams
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