Peter Wittman
Peter Wittman is a ChFC-designated registered investment advisor at Redhawk Wealth Advisors, INC., based in Franklin, TN, with 20 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 3,205 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee is 1.75%. Starter accounts with less than $5,000 in assets are assessed a flat annual fee of $50. Fees are negotiable.
Fee Estimator
Location
330 Mallory Station Road, Suite E-14, Franklin, TN, 37067
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2020Regulatory
January 2018Other Business ActivitiesSells Insurance
Peter is the president of The Wittman Group, Inc. and an agent/broker for several insurance companies, selling various insurance products including life, disability, health, long-term care, and property/casualty insurance, as well as alternative products and lending through AAI, dedicating about half of his time to this.
Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
Previous Registrations
Variable Investment Advisors, INC.Broker
Fintegra Financial Solutions
Fintegra, LLCBroker
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations1 state
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
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