Petersen Hastings Wealth Advisors, Inc.
SEC RegisteredFinancial planning for Where You're Invested.
About the firm
Petersen Hastings is a fiduciary financial advisory firm serving Eastern Washington and beyond. Since 1962, they have been serving generations of Eastern Washington families to help them realize their financial dreams. They offer financial planning, investment strategies, and wealth management solutions for individuals, businesses, and non-profits.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, wealth management, and investment strategies for individuals and families; employee retirement services and business exit planning for businesses, including 401(k) plans, fiduciary training, and succession strategy; and non-profit portfolio management.
Who they serve
Individuals and families, business owners, HR managers, CFOs, and non-profit organizations, primarily in Eastern Washington and beyond.
Leadership
Office locations
Advisors at this firm
17 advisors in the directory
Regulatory & compliance
| 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% |
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Petersen Hastings Wealth Advisors, Inc. 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 the SEC or FINRA websites before making any decision.
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.
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