PETERSON FINANCIAL SERVICES LLC

Overview

Peterson Financial Services LLC is an independent registered investment adviser that positions itself as a combined financial planning, portfolio management and insurance brokerage practice. The firm focuses on serving individuals, families and small institutions with discretionary portfolio management alongside financial planning and periodic publications. Its advisory scope explicitly includes portfolio management for individuals and small businesses, pension consulting-type services and the publication of periodicals or newsletters, while also operating as an insurance broker. The firm’s investment posture is equity‑tilted, with a clear preference for exchange‑traded equities as the primary vehicle for client portfolios. Fees are charged primarily as a percentage of AUM, with hourly billing available for some advisory work. Peterson Financial Services LLC is SEC‑registered (2022) and remains a single‑owner, individual‑owned RIA that does not present itself as a capital allocator to outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices