Arik Peterson is a CFP-designated registered investment advisor at Nectarine, based in Fort Collins, CO, with 18 years of industry experience. Arik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 3,210 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Nectarine Financial offers ongoing financial planning services billed quarterly in advance, with fees typically ranging from $100 to $3,000 per quarter. This service includes collaborative ongoing advice on cash flow, goals, investments, retirement, insurance, debt, estate planning, employer benefits, and email access throughout the year.
- One-hour financial planning session — generally less than $500, designed for specific financial planning topics with a recap email and action items.
- Comprehensive financial plan (The Plan Services) — generally less than $10,000 for an eight-week engagement that includes three meetings, document review, expert analysis, implementation help, and custom planning.
Location
Fort Collins, CO
Get directionsHistory
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
Arik is the CEO and founder of Dads Are, LLC, a t-shirt/merchandise company, since 2020. He dedicates minimal time to this business.
Employment History
Current Registrations
Nectarine
Previous Registrations
Principal Global Investors
Principal Funds Distributor, INC.Broker
Principal Funds Distributor, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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
More Advisors
- Sara Zuckerman, CFPNectarine
- John Smith, CFAFirst National Advisers, LLC
- Kenneth Connally, CFPSummit Financial, LLC
- Daniel Baumgold, CFPCambridge Investment Research Advisors, INC.
- Heather Murchison, ChFCState Farm Investment Management CORP.
- Benjamin Goldsmith, CFPWells Fargo Advisors