Denise Petersen
Denise Petersen is a registered investment advisor at Asset One Wealth Management, LLC, based in Philomath, OR, with 36 years of industry experience. Denise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,173 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The annual fee will not exceed 1.75%. Asset One may charge clients different fees for assets advised by Asset One that are held away from the primary custodian.
Fee Estimator
Location
35006 Hawk Hill Road, Philomath, OR, 97370
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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 ActivitiesSells Insurance
Denise owns a business involving insurance sales, dedicating about 10-20% of her time. She also owns Petersen Investment Planning and works as an Investment Advisor Representative for NWF Advisory Services, Inc., spending nearly full-time hours on these investment-related activities.
Employment History
Current Registrations
Asset One Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Osaic Wealth, INC.
Nwf Advisory Services INC
Sterling Financial Services, INC
Royal Alliance Associates, INC.
Osaic Wealth, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations13 states
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