Fee-only adviser · Des Moines, IA
Peterson Financial Group, Inc.
Peterson Financial Group, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Des Moines, Iowa. On its latest Form ADV, filed February 24, 2026, it reports $299M in regulatory assets under management, 516 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 169519 · SEC file 801-120786 |
| Office | 220 SW 9th ST. Suite 230 Des Moines, IA 50309 |
| Phone | (515) 226-1500 |
| Website | www.petersonfg.com |
| Regulatory assets under management | $299M ($287M discretionary) |
| Individual clients | 452 non-high-net-worth, 64 high-net-worth |
| Financial planning clients | More than 500 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 11 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Des Moines
- Altitude Capital Management LLC $104M
- West Financial Advisors, L.L.C. $674M
- Polson Wealth Management $139M
- LW Advisors, L.L.C. $36M
- Prospective Value Partners LLC $76M
- Koios Private Family Offices, LLC $4.6M
See all 7 fee-only advisers in Des Moines →
Nearby
- Windsor Heights 1 firm
- Urbandale 4 firms
- Clive 5 firms
- West Des Moines 10 firms
- Johnston 3 firms
- Waukee 1 firm
- Ankeny 2 firms
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