Peter Wittman
Peter Wittman is a ChFC-designated registered investment advisor at Redhawk Wealth Advisors, INC., based in Franklin, TN, with 19 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, Investment Management, and 2 more. Their firm serves 3,283 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Redhawk Wealth Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, and account maintenance. The exact fee is detailed in your Investment Management Agreement and can vary based on the size and complexity of your portfolio. Starter accounts (less than $5,000) are charged a flat $50 annual fee. A technology fee is also applied: $5/month for accounts over $10,000 and $2.50/month for accounts under $10,000.
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.