Anita Peca is a PFS-designated registered investment advisor at Platform Wealth Advisors, based in Holladay, UT, with 19 years of industry experience. Anita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 211 clients with $330M 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 $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
All relationships are subject to a $500,000 account minimum or $10,000 annual fee. All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
6510 S. Millrock Dr, Holladay, UT, 84121
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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
Anita is a bookkeeper/owner for Anita Peca Bookkeeping since 2017, dedicating minimal time. She is also a Principal & CPA at Sandpiper Consulting, Inc. dba Walpole Advisors since April 2024, dedicating nearly full-time hours to tax preparation, planning, consulting, and return input.
Employment History
Current Registrations
Platform Wealth Advisors
Previous Registrations
Walpole Financial Advisors, LLC
State Registrations1 state
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