Brian Peterson is a registered investment advisor at Pluto Wealth Management, based in Woodridge, IL, with 6 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
One Heritage Plaza, 7501 Lemont Road, Suite 20B, Woodridge, IL, 60517
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
Brian has a consulting business for corporations, reviewing and establishing Treasury functions and department structures. When engaged, he spends about 10-20% of his time on this activity.
Employment History
Current Registrations
Pluto Wealth Management
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.