# Peterson Wealth Services Inc.

> Peterson Wealth Services Inc. is an SEC-registered investment advisory firm in South Ogden, UT, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 288620
- Filed as: PETERSON WEALTH SERVICES INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: South Ogden, UT
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288620
- AdvisorCensus page: https://advisorcensus.com/firm/peterson-wealth-services-inc-south-ogden-ut-288620

## Quick answers

**How is Peterson Wealth Services Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Peterson Wealth Services Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Peterson Wealth Services Inc. charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Flat fee: $5,000 (Comprehensive Financial Planning); Hourly rate: $500 an hour (creating your financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Peterson Wealth Services Inc. located?**
Peterson Wealth Services Inc.'s principal office is in South Ogden, UT, according to its Form ADV.

**Is Peterson Wealth Services Inc. registered with the SEC or a state?**
Peterson Wealth Services Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 288620.

**How much does Peterson Wealth Services Inc. manage?**
Peterson Wealth Services Inc. reports $528,544,411 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Peterson Wealth Services Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Peterson Wealth Services Inc.: Regulatory assets under management: $247,000,000 in the October 2021 data and $528,544,411 in the October 2026 data, up 114%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Peterson Wealth Services Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (391); high net worth individuals (54); corporations or other businesses not listed above (6).

**Which custodians does Peterson Wealth Services Inc. use?**
Peterson Wealth Services Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Peterson Wealth Services Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288620

**Does Peterson Wealth Services Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "The firm requires an account minimum of $1,000,000 to engage investment advisory services. The Adviser has the sole discretion to waive the account minimum."

**What changed in Peterson Wealth Services Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $462,660,842 to $528,544,411 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The firm requires an account minimum of $1,000,000 to engage investment advisory services. The Adviser has the sole discretion to waive the account minimum.

- Flat fee: $5,000 (Comprehensive Financial Planning)

> Peterson Wealth provides Comprehensive Financial Planning for a separate, fixed fee. Fees are negotiable and start at $5,000.

- Hourly rate: $500 an hour (creating your financial plan)

> Upon termination, fees will be prorated to the date of termination and any earned portion of the fee will be billed to you based on the hours that our firm has spent on creating your financial plan prior to termination. The hourly rate used for this purpose is $500/hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $528,544,411
- Discretionary: $528,544,411
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 391 | $163,319,956 |
| High net worth individuals | 54 | $325,651,080 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $7,327,373 |
| Charitable organizations | 1 | $13,500,048 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $18,745,954 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, ID, LA, NE, NM, OK, TX, UT, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- petersonws.com
- Facebook @petersonwealth
- Instagram @petersonwealthservices
- LinkedIn @89852746
- X @petersonwealth
- YouTube @petersonwealthservicesinc8168

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $247,000,000 | 6 | August 26, 2021 |
| October 2022 | $343,788,723 | 6 | June 22, 2022 |
| October 2023 | $308,670,598 | 5 | June 2, 2023 |
| October 2024 | $394,014,090 | 8 | September 23, 2024 |
| October 2025 | $462,660,842 | 7 | May 28, 2025 |
| October 2026 | $528,544,411 | 6 | March 18, 2026 |

Regulatory assets under management: $247,000,000 in the October 2021 data and $528,544,411 in the October 2026 data, up 114%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $462,660,842 to $528,544,411 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peterson Wealth Services Inc. (CRD 288620): Form ADV filing data as of October 2026.