TrueAdvisor
TrueAdvisor
SL
SL

Susan Larson

Petersen Hastings Wealth Advisors, INC.
6 Years of Experience
Kennewick, WA
View SEC Summary
View SEC Summary

Susan Larson is a registered investment advisor at Petersen Hastings Wealth Advisors, INC., based in Kennewick, WA, with 6 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,309 clients with $1.6B in assets under management.

Petersen Hastings Wealth Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,309 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $2.0M0.80%
$2.0M - $5.0M0.60%
$5.0M - $20.0M0.40%
$20.0M - $50.0M0.30%
$50M+0.20%

Fees are negotiable in certain circumstances. Separate schedules apply to retirement plans, charitable foundations, and digital accounts without financial planning.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8203 W Quinault, Suite 101, Kennewick, WA, 99336

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Petersen Hastings Wealth Advisors, INC.
October 2024 - Present · 2 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2020 - June 2023 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2020 - June 2023 · 2 yrs 9 mos
J.P. Morgan Securities LLC
December 2019 - August 2020 · 8 mos
J.P. Morgan Securities LLCBroker
December 2019 - August 2020 · 8 mos
Cuso Financial Services, L.P.
August 2018 - January 2019 · 5 mos
Cuso Financial Services, L.P.Broker
May 2018 - January 2019 · 8 mos
Nylife Securities LLCBroker
December 2017 - April 2018 · 4 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Kennewick, WA →All financial advisors in Washington →