Peter Messina is a CFP-designated registered investment advisor at Abg Consultants, based in Cottonwood Heights, UT, with 11 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,885 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Individuals are charged an asset-based fee ranging from 0.20% to 1.00%. Fees are negotiable.
Fee Estimator
Location
6975 S Union Park Ctr, #644, Cottonwood Heights, UT, 84047
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 →Employment History
Current Registrations
Abg Consultants
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
More Advisors
- Barry Watson, CFPSequoia Financial Group, L.L.C.
- Nathan Stagg, ChFCLido
- Peter Hughes, CFATelos Partners LLC
- Natcha Nussbaum, CFPCharles Schwab & CO., INC.
- Cameron Cole, CFPEmpirical Wealth Management
- Curtis Gray, CFPCharles Schwab & CO., INC.