Petersen Hastings Wealth Advisors, Inc.
Firm details
- Headquarters
- Kennewick, Washington
- CRD number
- 110952
- Registered since
- September 26, 1983
- Website
- petersenhastings.com
- Custodians
- LPL FINANCIAL LLC, MATRIX SECURITIES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.4%
- Pension & Profit Sharing Plans21.24%
- Individuals20.31%
- Corporations / Businesses2.51%
- Charitable Organizations1.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Petersen Hastings Wealth Advisors, Inc. is an independent registered investment adviser organized as a corporation and operating since the early 1980s. The firm serves both individual & family clients and institutional accounts, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting services. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Public recognition includes placement on FA Magazine’s Top RIA Firms list (2020) and CNBC’s Top 100 Financial Advisory Firms list (2025). The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Other29%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 17
Cory Briggs
Senior Wealth AdvisorCRD 6264003
Mathew Legard
Associate Wealth AdvisorCRD 7955457
Andrew Bennett
Portfolio AnalystCRD 8071544
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$1.2B in ETFs
29%
$345M
71%
$828M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL CORE FIXED INCOME ETF (DFCF) | Dimensional | Active | Intermediate Core Bond | $208M | 4,918,874 | 17.70% |
Location
Kennewick, WA
Benton
Location
Kennewick, WA
Headquartered in Kennewick, WA, anchoring the Kennewick-Richland-Walla Walla, WA metro in the West.
- Metro area
- Kennewick-Richland-Walla Walla, WA
- Region
- West
- County
- Benton
- Address
- 8203 W Quinault Ave
- Time zone
- PT (UTC-8)
- Office locations
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