Ben Tanke is a registered investment advisor at Petersen Hastings Wealth Advisors, INC., based in Kennewick, WA, with 24 years of industry experience. Ben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,309 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,309 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $2.0M0.80%
$2.0M - $5.0M0.60%
$5.0M - $20.0M0.40%
$20.0M - $50.0M0.30%
$50M+0.20%

Fees are negotiable in certain circumstances. Separate schedules apply to retirement plans, charitable foundations, and digital accounts without financial planning.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8203 W Quinault, Suite 101, Kennewick, WA, 99336

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Petersen Hastings Wealth Advisors, INC.
October 2016 - Present · 10 yrs
Previous Registrations
Umpqua Investments, INC.
September 2015 - October 2015 · 1 mo
LPL Financial LLC
May 2011 - September 2015 · 4 yrs 4 mos
Fintegra Financial Solutions
December 2006 - May 2011 · 4 yrs 5 mos
Wm Financial Services, INC.
December 2004 - August 2006 · 1 yr 8 mos
Piper Jaffray & CO.
August 2000 - December 2004 · 4 yrs 4 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.
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