Petersen Hastings Wealth Advisors, INC.
Kennewick, WA·SEC-registered · CRD #110952
Petersen Hastings Wealth Advisors, INC. is an SEC-registered investment advisory firm in Kennewick, WA managing $1.6B across 3.4k client accounts, with 16 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
3.4k
Advisory staff
16
Fee model
Fee-based
How Petersen Hastings Wealth Advisors, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Petersen Hastings Wealth Advisors, INC.
How much does Petersen Hastings Wealth Advisors, INC. manage?
Per its most recent SEC Form ADV filing (04/27/2026), Petersen Hastings Wealth Advisors, INC. reports $1.6B in regulatory assets under management across roughly 3.4k client accounts.
How does Petersen Hastings Wealth Advisors, INC. charge?
Petersen Hastings Wealth Advisors, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Petersen Hastings Wealth Advisors, INC. a fiduciary?
Yes. Petersen Hastings Wealth Advisors, INC. is registered with the U.S. Securities and Exchange Commission (CRD #110952), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Petersen Hastings Wealth Advisors, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Petersen Hastings Wealth Advisors, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Kennewick, WA
Profile compiled from Petersen Hastings Wealth Advisors, INC.'s public SEC Form ADV filing (CRD #110952, filed 04/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Petersen Hastings Wealth Advisors, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Petersen Hastings Wealth Advisors, INC.? Claim this profile.