Petersen Hastings Wealth Advisors, Inc. fees and pricing
Financial planner in Kennewick, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 27, 2026, Petersen Hastings Wealth Advisors, Inc. charges $400 an hour and a monthly fee of $350 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“The hourly rates are $400 for advisors and $250 for staff.”
- Monthly fee
- $350/mo
“Managed Accounts Flat Rate with Financial Planning Portfolio Value Above $25,000.00 Monthly Rate $350.00 Annualized Rate $4,200.00 Unless otherwise agreed, in writing, the Managed Accounts Flat Rate with Financial Planning fee arrangement is generally only made available with respect to investment assets maintained…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Petersen Hastings Wealth Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly or quarterly, as applicable, and payable in advance for the applicable time period of services rendered.”
- “You may elect to have our fees billed directly or authorize us to directly debit this fee from your account(s).”
How Petersen Hastings Wealth Advisors, Inc.’s fees compare
- Its hourly rate of $400 is above the Washington median of $300. 81% of the 216 other Washington planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Kennewick that publish an hourly rate charge less.
About Petersen Hastings Wealth Advisors, Inc.
“Petersen Hastings provides investment management services on a fee-only discretionary basis to individuals, pension and profit-sharing plans, trusts, charitable organizations, and other institutions.”
- Firm size: 19 employees.
- Registered as an adviser: 1983 (43 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.8% a year
- Minimum
- $250 minimum fee (stated in brochure)
- Clients
- 1,232
- Employees
- 19
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $1,576,834,456
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 110952
- Phone
- (509) 735-0484
Can advise clients in 11 states: Arizona, California, Colorado, Florida, Idaho, Montana, New Hampshire, New Mexico, Oregon, Texas, Washington
Other planners in Kennewick that publish fees
- Deleon Wealth LLCKennewick$200/hr, $5,000-$10,000
- Monson Wealth Management, Inc.Kennewick$500/hr
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- A5 Financial LLCBothell$250/hr
- Abacus Financial PlanningKirkland$450/hr
- Adair Wealth ManagementBellevue$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.