BP
BP
Bryce Peterson
21 Years of Experience
Tigard, OR
1 Disclosure
Bryce Peterson is a registered investment advisor at Peterson Wealth Management, based in Tigard, OR, with 21 years of industry experience. Bryce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 95 clients with $50M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
95 clients
Average Client Portfolio
$526K average
Assets Under Management
$50.0M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Tigard, OR
Get directionsHistory
Regulatory History (1)
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Regulatory
January 2026Final
Employment History
Current Registrations
Peterson Wealth Management
November 2005 - Present · 20 yrs 6 mos
Previous Registrations
D.A. Davidson & CO.Broker
June 2004 - November 2005 · 1 yr 5 mos
State Registrations2 states
ORTX
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.