Wes Peterson is a registered investment advisor at Mpwm Advisory Solutions LLC, based in Alpharetta, GA, with 22 years of industry experience. Wes operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 667 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MPWM Advisory Solutions charges an annual investment advisory fee of up to 2.25% of your portfolio, paid quarterly in advance. The specific fee depends on the complexity of services, the amount you invest, and your overall relationship with MPWM. Fees may be negotiable. If MPWM recommends an independent manager, the total fee you pay, including MPWM's fee and the independent manager's fee, will not exceed 2.60% annually.
Location
8000 Avalon Blvd, Suite 100, Alpharetta, GA, 30009
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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
Wes operates Mayer Private Wealth Management as a DBA for his LPL business. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
Mpwm Advisory Solutions LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Next Financial Group, INC.Broker
Woodstock Financial Group, INC.Broker
MML Investors Services, INC.Broker
Aura Financial Services, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations7 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.