Gregory Peterson is a CFA-designated registered investment advisor at Adaptive Financial Solutions INC, based in Waban, MA, with 20 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 6 clients with $7.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AFS charges a fixed annual fee of $7,000 for wealth management services, which includes both financial planning and investment management. This fee is reviewed and adjusted annually. AFS bills quarterly in advance.
Contact
Gregory Peterson
Location
Waban, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Adaptive Financial Solutions INC
Previous Registrations
Zevin Asset Management, LLC
Ballentine Partners
Ballentine Finn & CO INC
State Registrations1 state
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.
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