Peterson Wealth Advisory’s compensation is transparent and easy to understand. We are a fee-only firm and we are paid directly by the client.

• Annual fee is based on total assets under management (AUM) and is broken down into quarterly payments in arrears.
• An invoice is sent directly to you explaining how much, how to pay and when the AUM fee is due.
• The custodian (Scottrade) charges $7 to execute and process most transactions. Peterson Wealth Advisory does not receive any of this money.

PWA provides one-time, limited scope services that are billed on an hourly basis or at a flat amount per project. These services include but are not limited to:

• 401(k) Review
• Asset Allocation Review and Development
• Budgeting
• Insurance Review
• College Education Funding
• Financial Plan document