Shaun Peterson is a registered investment advisor at Peterson Wealth Services INC., based in South Ogden, UT, with 14 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 453 clients with $530M 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 | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable based on the size of the relationship, services offered, and complexity of the relationship.
Fee Estimator
Location
1523 East Skyline Drive Suite C, South Ogden, UT, 84405
Get directionsHistory
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
Shaun is the CEO of SPete Holdings Inc, an S-Corp used to receive payments from Peterson Wealth Services, and dedicates minimal time to it. He also works as a Certified Divorce Financial Analyst, spending a few hours per week, and is on the board of Livastride Youth Foundation. Shaun is also the CEO of 3 Pete Holdings LLC, an LLC for holding ownership in a 2nd home, and dedicates no time to it.
Employment History
Current Registrations
Peterson Wealth Services INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 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.