Ben Clark Tanke
Investment Adviser Representative at PETERSEN HASTINGS WEALTH ADVISORS, INC.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Managed Accounts with Financial Planning - First $500,000 | 1.20% |
| Managed Accounts with Financial Planning - Next $1,500,000 | 0.80% |
| Managed Accounts with Financial Planning - Next $3,000,000 | 0.60% |
| Managed Accounts with Financial Planning - Next $15,000,000 | 0.40% |
| Managed Accounts with Financial Planning - Next $30,000,000 | 0.30% |
| Managed Accounts with Financial Planning - Above $50,000,000 | 0.20% |
| Managed Accounts without Financial Planning - Above $5.00 | 0.50% |
| Retirement Plan and Charitable Foundation - First $5,000,000 | 0.80% |
| Retirement Plan and Charitable Foundation - Next $5,000,000 | 0.40% |
| Retirement Plan and Charitable Foundation - Next $40,000,000 | 0.30% |
| Retirement Plan and Charitable Foundation - Next $50,000,000 | 0.20% |
| Retirement Plan and Charitable Foundation - Above $100,000,000 | 0.15% |
Firm-stated minimum; may be waived at the firm's discretion.
Petersen Hastings Wealth Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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