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They include 429 individual clients, 224 high-net-worth individuals, and 7 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Peterson Wealth Advisors offer?","answer":"Peterson Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, educational seminars, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Peterson Wealth Advisors charge?","answer":"Peterson Wealth Advisors charges 0.60%–1.40% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"ADV PART 2A BROCHURE - PETERSON WEALTH ADVISORS, LLC, filed 25 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Peterson Wealth Advisors use?","answer":"Peterson Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $757M and Fidelity Brokerage Services LLC (Smithfield, RI), with $87.3M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Peterson Wealth Advisors have?","answer":"Peterson Wealth Advisors has 13 investment adviser representatives registered with state securities authorities, out of 13 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Peterson Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Peterson Wealth Advisors’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 1% non-exchange-traded equities, 1% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Annuity Products.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Peterson Wealth Advisors?","answer":"Peterson Wealth Advisors’ direct owners are Scott Peterson (50% to 75%), Jeffrey Lindsay (10% to 25%), Alexander Call (10% to 25%), Daniel Ruske (5% to 10%), Carson Johnson (5% to 10%) and Alek Johnson (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Peterson Wealth Advisors get paid?","answer":"Peterson Wealth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Peterson Wealth Advisors registered with the SEC?","answer":"Yes, Peterson Wealth Advisors has been registered with the SEC as an investment adviser since 13 March 2008. Its CRD number is 146349 and its SEC file number is 801-68917.","source":"Form ADV Part 1A, Item 1, filed 8 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Peterson Wealth Advisors?","answer":"Peterson Wealth Advisors’ main office is at 360 West 920 North, Orem, UT 84057. Its phone number is 801-225-0000. 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