PB
CFA
PB
CFA

Peter James Butler

12 Years of Experience
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
490 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$586.9M

Fee Structure

Minimum Investment:$500K
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Location

250 South 5th Street, Suite 600, Boise, ID, 83702

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Peter is the principal/owner of Valtrend, LLC, a business appraisal firm, dedicating nearly full-time hours to it. He also performs financial analysis for alternative investments in solar energy through Anchors Aweigh, LLC, a family LLC, and owns/invented the Butler Pinkerton Calculator software, dedicating minimal time to each.

Employment History
Current Registrations
Helmstar Wealth Management
February 2023 - Present · 3 yrs
Previous Registrations
Pensionmark Financial Group, LLC
October 2015 - December 2022 · 7 yrs 2 mos
Independent Financial Partners
July 2013 - October 2015 · 2 yrs 3 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.
Peter James Butler - Financial Advisor | TrueAdvisor