Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | PETERSON WEALTH SERVICES INC. 1523 East Skyline Drive Suite C, South Ogden, UT, 84405 | $308,670,598 | 364 | 5 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 288620
Assets Under Management $308,670,598
No. Of Clients364
Clients Per Financial Advisor73
PETERSON WEALTH SERVICES INC. is a financial advisory firm situated in South Ogden, Utah. With a nearly $309M assets under management, the firm specializes in crafting personalized retirement planning solutions for 364 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.