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Scott Allen Sarber

Investment Adviser Representative at PETERSEN HASTINGS WEALTH ADVISORS, INC.

Kennewick, WACRD #2432093Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Scott Allen Sarber has worked in the securities industry since 1995. They are registered to provide investment advisory services in Washington.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Washington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/15/1994
Series 63
Uniform Securities Agent State Law Examination
Passed 2/5/1994
Series 7
General Securities Representative Examination
Passed 7/1/1994
Series 24
General Securities Principal Examination
Passed 11/4/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Managed Accounts with Financial Planning - First $500,0001.20%
Managed Accounts with Financial Planning - Next $1,500,0000.80%
Managed Accounts with Financial Planning - Next $3,000,0000.60%
Managed Accounts with Financial Planning - Next $15,000,0000.40%
Managed Accounts with Financial Planning - Next $30,000,0000.30%
Managed Accounts with Financial Planning - Above $50,000,0000.20%
Managed Accounts without Financial Planning - Above $5.000.50%
Retirement Plan and Charitable Foundation - First $5,000,0000.80%
Retirement Plan and Charitable Foundation - Next $5,000,0000.40%
Retirement Plan and Charitable Foundation - Next $40,000,0000.30%
Retirement Plan and Charitable Foundation - Next $50,000,0000.20%
Retirement Plan and Charitable Foundation - Above $100,000,0000.15%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

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.

PETERSEN HASTINGS WEALTH ADVISORS, INC.Current
10/12/1995Kennewick, WA
CARLISLE SOCIAL INVESTMENTS, LLC
12/20/200012/18/2003Kennewick, WA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Scott Allen Sarber 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.

Scott Allen Sarber - Financial Advisor in Kennewick, WA | AdvisorFinder