Billy Peterson
Billy Peterson is a CFP-designated registered investment advisor at Peterson Wealth Services INC., based in South Ogden, UT, with 29 years of industry experience. Billy 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, High Net Worth, and 3 more. Their firm serves 453 clients with $530M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable based on the size of the relationship, services offered, and complexity of the relationship.
Fee Estimator
Location
1523 East Skyline Drive Suite C, South Ogden, UT, 84405
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2009Customer Dispute
March 2008Other Business Activities
Billy is involved in several business activities, including owning rental real estate, providing divorce planning services, and founding a non-profit. He also owns Peterson Wealth Services Inc., Peterson Real Estate Enterprises LLC, and Buckway Ranch LLC, and serves as a trustee for multiple revocable trusts and on the board for PDFJ.
Employment History
Current Registrations
Peterson Wealth Services INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
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.