Scott
Peterson

Financial & Tax Architects, LLC

CRD#5999160
Investment Advisor
in Saint Louis, MO

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About this Advisor

Scott Peterson is a financial advisor based out of Saint Louis, Missouri, with 4 years of industry experience. Peterson is an employee of Financial & Tax Architects, LLC. During their career, the advisor has held roles at Edward Jones and Financial & Tax Architects, Inc. Peterson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois and Missouri. Financial & Tax Architects, LLC is an advisory business based in Saint Louis, MO. The investment advisory business has offices in six locations and a total of 26 employees. It oversees $317 million in total assets among its 3,059 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 3,059 client accounts, 17% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Financial & Tax Architects, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types charged by Financial & Tax Architects, LLC most likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

12412 Powerscourt Drive Suite 25
Saint Louis, MO 63131

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Financial & Tax Architects, LLC Brokerage Details

Total Assets Under Management

$317,160,000

MO Average: $11,469,110,461
Total Number of Employees

26

MO Average: 458
Total Number of Accounts

3,059

MO Average: 33,415
Average Account Size

$103,681

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other

Scott Peterson Work History

Scott has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Financial & Tax Architects, Inc

2011 - 2019 (8 years)

Edward Jones

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott Peterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial & Tax Architects, LLC

Erion Kafazi
Saint Louis, MO
Scott Peterson
Saint Louis, MO
Alan Johnson
Upper Marlboro, MD
Jason Smitka
Overland Park, KS
Gordon Haave
Saint Louis, MO
Mark Kukielski
Saint Louis, MO
William Smith
Saint Louis, MO
Alan Schmidt
Edina, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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