Peter James Donovan

CFP · ChFC

Arax Advisory Partners

21 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth

Arax Advisory Partners

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

Location

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

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History

Regulatory History (2)

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Regulatory

February 2016

Final

Employment Separation After Allegations

February 2016

View Full SEC Report How to Read Disclosures

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

Advisor

Exams

No exam information available for this advisor.