Alison Marie McFadden
Investment Adviser Representative at Peterson Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alison Marie McFadden is an investment adviser representative with Peterson Wealth Advisors, LLC in Orem, UT, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Utah.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- StudentJun 2015 – May 2020Dripping Springs, TX
- StudentMay 2020 – May 2021Provo, UT
- Service VolunteerMay 2021 – Feb 2022Denver, CO
- StudentMay 2022 – May 2023Provo, UT
- Bottom Line RefinedMay 2023 – Apr 2024San Diego, CA
- Forvis MazarsMay 2024 – Aug 2024Salt Lake City, UT
- StudentSep 2024 – Apr 2025Provo, UT
- Peterson Wealth Advisors, LLCMar 2025 – no end date reportedOrem, UT
- Peterson Wealth Advisors, LLCJun 2025 – no end date reportedOrem, UT
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Peterson Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $1,000,000 (waivable)
- Tier 1: First $250,0001.40%
- Tier 2: Next $250,0001.30%
- Tier 3: Next $250,0001.20%
- Tier 4: Next $250,0001.10%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Orem, UT
- SEC file number:
- 801-68917
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 8, 2026
View full firm profileOther advisors at Peterson Wealth Advisors, LLC
12 other advisors in the directory
Similar advisors in Orem, UT
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alison Marie McFadden has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched