Peter Henry is a registered investment advisor at Evolve Wealth Advisors LP, based in Scottsdale, AZ, with 9 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 58 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Location
7702 E Doubletree Ranch Road, Suite 300, Scottsdale, AZ, 85258
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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
Peter is involved in several business activities, including being a Managing Member of Pacific Energy Holdings (minimal time), a Partner at Evolve Cross Border Partners, LLC (nearly full-time), and a Partner at Raintree Capital Partners LLC (a few hours per week). He also refers investment clients to RIAs through Evolve Cross Border Investments, LLC (minimal time).
Employment History
Current Registrations
Evolve Wealth Advisors LP
Previous Registrations
Versant Capital Management, INC.
Cardinal Point Capital Management INC.
Cardinal Point Wealth Management, LLC
Keatsconnelly
Churchill Management Group
Holly Street Wealth Advisors
Platform Advisors, LLC
State Registrations4 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.