Advisornet Wealth Partners

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated March 25, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$3,149,498,789 as of October 2026, filing dated March 25, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops
• Other

Legal name

Advisornet Financial, Inc.

Also doing business as

ADVANCED RETIREMENT RESOURCES, ADVANCED WEALTH MANAGEMENT GROUP, ADVANTAGE FINANCIAL PLANNING, AJW FINANCIAL, ALIGNED WEALTH PLANNING GROUP, ALPHA WEALTH ADVISORS, APEX WEALTH SERVICES, BOX FINANCIAL, BRUMBAUGH WEALTH MANAGEMENT, CALCULATED WEALTH PARTNERS, CLEARPATH WEALTH ADVISORS, DRACH FINANCIAL, EMPIRE ASSET MANAGEMENT GROUP, EPOCH FINANCIAL GROUP, EXECUTIVE FINANCIAL SERVICES INC, FINANCIAL CONSULTANTS OF RAPID CITY, FINANCIAL PLANNING PARTNERS, HEMME WEALTH MANAGEMENT, JOSH WEBSKOWSKI, KESHEMBERG ADVISORY, LEWIS FINANCIAL ADVISORS, LLC, MATTSON WEALTH MANAGEMENT, MCCABE & ASSOCIATES, PEAK ADVISORY GROUP, PEAK PORTFOLIO MANAGEMENT, PLANVISER FINANCIAL, RICE CREEK WEALTH MANAGEMENT, ROBERT J. MCHATTIE, STILL WATERS PLANNING, STONEBRIDGE WEALTH PARTNERS, WALTER R. BOMGREN, WEINBACH INVESTMENT MANAGEMENT, LLC

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2012 (14 years)

Employees

Total: 131. Performing investment advisory functions: 68.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

19 other offices, as of the April 2026 filing

Bayport, MNBloomington, MNCarmel, INClifton Park, NYEdina, MNExton, PAFort Collins, COFrederick, MDLake Elmo, MNLakewood, COMadison, WIMinneapolis, MNMinnetonka, MNMokena, ILOmaha, NERapid City, SDSan Luis Obispo, CAShoreview, MNSt. Peter, MN

States registered or notice-filed

38 states or jurisdictions

ALAZCACODEFLGAIAIDILINLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHORPASCSDTNTXVAWAWIWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $3,574,063,258 in the October 2021 data and $3,149,498,789 in the October 2026 data, down 12%.

Total employees: 142 in October 2021 and 131 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. April 2026
   • No longer lists the business name Sterling Retirement Resources, Inc.
   • No longer lists the business name Advisornet Financial Partners.
   • No longer lists the business name Advisornet Wealth Management.
   • No longer lists the business name Michael D. Petersen.
   • No longer lists the business name FSA Advisors, LLP.
   • No longer lists the business name Peak Advisory.
   • Added the business name Advantage Financial Planning.
   • Added the business name Apex Wealth Services.
   • Added the business name Peak Advisory Group.
   • Employees performing advisory functions went from 74 to 68.
   • Regulatory assets under management went from $2,339,617,295 to $3,149,498,789 (+35%).
   • Changed its office addresses in Exton, PA.
   • Added an office in Bayport, MN.
   • No longer lists an office in Eugene, OR.
   • No longer lists an office in Wayzata, MN.
2. February 2026
   • Registered or notice-filed in ID, ME, NV.
3. January 2026
   • No longer registered or notice-filed in CT, DC, ID, ME, NV, OK.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.