Terry Peschl & Associates, Inc.

Overview

Terry Peschl & Associates, Inc. is a small, individually owned corporate advisory firm that positions itself as a capital allocator and adviser to clients who need financial planning, pension consulting, and selection-of-other-advisers services. The firm uses a fee model that combines percentage-of-assets and fixed fees, which aligns with both ongoing portfolio management and project-based consulting work. It is not an active ESG investor and appears to operate on a single-state basis rather than as a multi-state advisory network. The firm’s stated activity around selecting other advisers indicates a preference for using third‑party managers or sub‑advisers where appropriate, rather than exclusively managing all client assets in-house.

Assets & Accounts

Location & Offices