Anita Peca is a PFS-designated registered investment advisor at Platform Wealth Advisors, based in Goleta, CA, 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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 270 clients with $510M 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 - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
Fees and account minimums may be negotiable in certain circumstances. Legacy clients may pay different rates.
Fee Estimator
Location
70 Santa Felicia Drive, Goleta, CA, 93117
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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
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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