Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Contact
Christopher G Peterson
Location
186 Hwy 70 E, Crossville, TN, 38555
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Core Planning
Peterson Wealth Advisory, LLC
Previous Registrations
Cravens & Company Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
Exams
Additional Information
Being a financial planner, I enjoy working with great people who appreciate the true value of my services. I want you to be confident that my only incentive is to do what is in your best interest. I adhere at all times to the highest fiduciary standard of care and strive to earn your trust through transparent processes and honest communication. My fee-only compensation model means there are no commissions, kickbacks or incentives to use one product over another. My clients value this transparent, unbiased approach and I value their continued loyalty.