Peterson Wealth Services Inc. fees and pricing
Financial planner in South Ogden, Utah. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Peterson Wealth Services Inc. charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The hourly rate used for this purpose is $500/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Peterson Wealth Services Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Adviser bases its fees on a percentage of assets under management paid quarterly in advance based on market value of the previous quarter.”
- “At termination, fees will be billed on a pro-rata basis for the portion of the quarter completed.”
- “The investment management fees are negotiable at the sole discretion of the Adviser.”
How Peterson Wealth Services Inc.’s fees compare
- Its hourly rate of $500 is above the Utah median of $200. 95% of the 78 other Utah planners that publish an hourly rate charge less.
About Peterson Wealth Services Inc.
- Firm size: 6 employees.
- Founded: 2009 (17 years).
Planning areas mentioned in the brochure
- Divorce
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.75% a year
- Clients
- 445
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $528,544,411
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288620
- Phone
- (801) 475-4002
Can advise clients in 13 states: Arizona, California, Colorado, Florida, Georgia, Idaho, Louisiana, Nebraska, New Mexico, Oklahoma, Texas, Utah, Wyoming
Other planners in Utah that publish fees
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Abg ConsultantsCottonwood Heights$250/hr, $300-$1,500
- Albility PlanningMapleton$275/hr, $275/mo
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
- Andina AdvisorsLogan$500/hr, $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.