Silas
Peterson
Financial Partners, LLC
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About this Advisor
Silas Peterson is a financial advisor based in Santa Fe, New Mexico with a total of 1 year of industry experience. Peterson is on the advisory team at Financial Partners, LLC. Over the course of their career, Peterson has held roles at Financial Partners, LLC and The Hire Firm. Peterson holds a Series 65 license, certifying them as an investment advisor representative, and can work in New Mexico. Financial Partners, LLC is a firm that has its headquarters in Santa Fe, NM. It controls $100 million in total assets across its 363 client accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 363 customer accounts, 23% belong to high-net-worth individuals who have at least $1 million in assets. The company performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services vary depending on the type of financial services. Fees billed by Financial Partners, LLC most likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Partners, LLC Brokerage Details
$99,538,508
4
363
$274,211
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Silas Peterson Work History
Silas has been registered as a financial advisor for 1 years.*
Financial Partners, LLC
The Hire Firm
*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 Silas 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 Partners, LLC
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
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.
