Peterson Wealth Services Inc.

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Client assets under management

$488,971,036

Clients

445

12% high-net-worth

Advisors

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

111

Very High

Average account size

$1,098,811

About

Peterson Wealth Services, Inc. provides fee‑only investment management and comprehensive financial planning to individuals and institutional clients, including small‑business owners, divorcees, retirees, high‑net‑worth individuals and financially independent women. The firm manages both discretionary and non‑discretionary accounts, offers retirement plan advisory services (including ERISA 3(21) and 3(38) roles), and provides estate, tax‑aware and goal‑based planning.

Investment decisions are guided by written client profiles and investment plans and use a strategic asset allocation approach that places passive indices and ETFs at the core while adding actively managed funds and individual equities when appropriate. The firm determines client risk tolerance through questionnaires and a third‑party risk tool (Nitrogen, formerly Riskalyze), may engage sub‑advisors for separate account management, and conducts periodic (typically quarterly) reviews of accounts.

The brochure discloses several features that set the firm apart from many peers: it offers insurance products (annuity, term, whole life, and long‑term care) and discloses earning commissions on those sales, and it has an affiliated divorce consulting business (Utah Divorce Planning) with some IARs serving as divorce specialists. The firm also notes use of third‑party technology with artificial‑intelligence components for client servicing and maintains a $1,000,000 account minimum (waivable), which together with its $528 million in discretionary AUM and four advisors informs its client service model.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy

Occupation focus

Retired Founder/Business Owner

Demographic focus

Women Professionals Retired

Fee options

Fixed

Fixed fees for comprehensive financial planning starting at $5,000, negotiable.

Percentage

$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - And Above: Negotiable

Commissions

Commissions earned on insurance products (annuity, term, whole, long-term care policies) sold by associated persons.

Project-based

$500/hour used for prorated financial planning fee upon termination.

Other

Account minimum: $1,000,000 Fee-only: Comprehensive Financial Planning fees starting at $5,000, negotiable; hourly rate of $500/hour for prorated fees upon termination.

Main office location

Peterson Wealth Services Inc.

1523 East Skyline Drive Suite C

South Ogden UT 84405, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · Georgia · Idaho · Louisiana · Nebraska · New Mexico · Oklahoma · Texas · Utah · Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 801-475-4002

Advisors at this firm

Shaun P

Series 66

South Ogden, UT

Peterson Wealth Services Inc.

Shaun Peterson is a financial advisor at Peterson Wealth Services Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services from 2009 to 2020 before joining Peterson Wealth Services, where he has been since 2011. Outside of his advisory role, he serves on the board of the Livastride Youth Foundation and is a Certified Divorce Financial Analyst involved with Utah Divorce Planning. Peterson Wealth Services, Inc. offers fee-only investment management and comprehensive financial planning to individuals and institutions, including small-business owners, retirees, and high-net-worth individuals. The firm employs a strategic asset allocation approach centered on passive indices and ETFs, complemented by active funds and equities, and provides retirement plan advisory services as well as estate and tax-aware planning.

Retirement income strategy Retired Founder/Business Owner Women Professionals

Billy P

CFP®, Series 63, Series 65

South Ogden, UT

Peterson Wealth Services Inc.

Billy Peterson is a CFP® professional with 29 years of experience in financial advising. He is principal at Peterson Wealth Services Inc. and has served as a certified divorce financial analyst through his role with Utah Divorce Planning since 2015. Outside of finance, he is the founder and director of the LiveaStride Youth Foundation and owns Buck Way Ranch LLC, where he manages racehorses. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutions, including retirees, small-business owners, and high-net-worth clients. The firm employs a strategic asset allocation approach centered on passive indices and ETFs, supplemented by actively managed funds and individual equities, and offers both discretionary and non-discretionary account management along with specialized services such as divorce consulting.

Retirement income strategy Retired Founder/Business Owner Women Professionals

Cade P

Series 63, Series 65

South Ogden, UT

Peterson Wealth Services Inc.

Cade Peterson is a financial advisor at Peterson Wealth Services Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and contributes monthly articles to Speedhorse Magazine. He is also associated with Utah Divorce Planning. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutional clients, including small-business owners, divorcees, retirees, and high-net-worth individuals. The firm uses a strategic asset allocation approach centered on passive indices and ETFs, complemented by actively managed funds and individual equities when appropriate.

Retirement income strategy Retired Founder/Business Owner Women Professionals

Margaret P

Series 63, Series 66

South Ogden, UT

Peterson Wealth Services Inc.

Margaret Pigg is a financial advisor at Peterson Wealth Services Inc. with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various capacities since 2015, including roles at Raymond James Financial Services and as a relationship manager at Utah Divorce Planning LLC. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutional clients such as small-business owners, retirees, and high-net-worth individuals. The firm employs a strategic asset allocation approach centered on passive indices and ETFs, supplements with active funds and equities when appropriate, and offers specialized services including retirement plan advisory and estate and tax-aware planning.

Retirement income strategy Retired Founder/Business Owner Women Professionals

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