PD
CFP · ChFC
PD
CFP · ChFC

Peter James Donovan

21 Years of Experience
2 DisclosuresSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
2,692 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

16020 Swingley Ridge, Suite 110, Chesterfield, MO, 63017

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2016
Final
Employment Separation After Allegations
February 2016
Other Business ActivitiesSells Insurance

Peter is a board member for Incarnate Word Academy and a trustee for his parent's trust. He also works as an insurance agent for various agencies and Ash Brokerage, selling health and life insurance, and owns Summit Wealth Strategies, LLC, a staffing firm.

Employment History
Current Registrations
Arax Advisory Partners
August 2025 - Present · 6 mos
Summit Wealth Strategies
February 2016 - Present · 10 yrs
Previous Registrations
AXA Advisors, LLC
October 2005 - February 2016 · 10 yrs 4 mos
AXA Advisors, LLCBroker
October 2004 - February 2016 · 11 yrs 4 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
Peter James Donovan - Financial Advisor | TrueAdvisor