Amidon & Petersen Financials, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$36,564,937
Total clients
92
17% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
92
Average account size
$397,445
About
Amidon & Petersen Financials provides personalized financial planning, discretionary portfolio management, selection of third‑party advisers, and pension consulting to individuals, retirement plans, trusts, estates, charitable organizations and business entities. The firm primarily serves individual clients, including high‑net‑worth households, and charges asset‑based advisory fees for ongoing portfolio management.
The firm constructs portfolios using an asset‑allocation framework that typically divides accounts into fixed‑income, equity and cash sleeves, and combines fundamental research from external providers with technical analysis; it also uses Riskalyze to align portfolio mixes with clients’ stated risk tolerances. Investment programs may include structured products (reverse convertibles), option strategies, short sales and margin in limited or tactical circumstances, and the firm discloses specific risk controls (for example, generally limiting exposure to a single structured security to about 2.5% and a class to 15%).
The brochure discloses that Amidon & Petersen presents predecessor, hypothetical and other performance results in its materials and provides regular quarterly written performance reports to clients, which is less common among peers. The firm also disclosed a recent, brief affiliation with a broker‑dealer network that was ended following an announced acquisition, and it notes arrangements to share fees with recommended third‑party advisers—practices the brochure identifies and explains as potential conflicts of interest.
Client services
Fee options
Fixed fee $250 for basic financial plan; negotiable based on complexity and scope.
$0 - $249,999.99: 1.20% (Equities/Mutual Funds) $0 - $249,999.99: 0.85% (Bonds) $0 - $249,999.99: 0.30% (Program Fee) $250,000 - $499,999.99: 1.10% (Equities/Mutual Funds) $250,000 - $499,999.99: 0.80% (Bonds) $250,000 - $499,999.99: 0.30% (Program Fee) $500,000 - $749,999.99: 1.00% (Equities/Mutual Funds) $500,000 - $749,999.99: 0.725% (Bonds) $500,000 - $749,999.99: 0.20% (Program Fee) $750,000 - $999,999.99: 0.90% (Equities/Mutual Funds) $750,000 - $999,999.99: 0.65% (Bonds) $750,000 - $999,999.99: 0.20% (Program Fee) $1,000,000+: 0.75% (Equities/Mutual Funds) $1,000,000+: 0.55% (Bonds) $1,000,000+: 0.20% (Program Fee)
$200 per hour for complex financial planning and consulting services; negotiable.
Account minimum: $40,000 normal minimum for Direct Asset program; $10,000 minimum for single Model strategy; $2,500 minimum for Index Program Fee-only: Fixed fee $250 for basic financial plan (negotiable); hourly rate $200/hour (negotiable) for complex planning and consulting; $100 fee if portfolio management assets under $50,000; fee waived if assets $50,000 or more or commissionable products purchased.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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