Cade Peterson is a registered investment advisor at Peterson Wealth Services INC., based in South Ogden, UT, with 3 years of industry experience. Cade 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
Cade writes monthly articles for Speedhorse Magazine, dedicating minimal time. He is also an associate at Utah Divorce Planning, spending minimal time on this activity as well.
Employment History
Current Registrations
Peterson Wealth Services INC.
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.