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Peterson Financial Planningpetersonfinancialplanning.com · Low evidencePeterson Financial Planning offers broad-based, objective, fee-only financial planning for individuals, couples, and families, led by Roger Peterson, CFP®, MBA. They bill on an hourly basis (a $240/hour rate) with typical broad plans costing about $1,900 to $3,100, and provide a no-obligation Get Acquainted meeting with options for in-person or virtual meetings. They may offer investment advisory services through CGN Advisors, LLC, a fee-only SEC-registered investment adviser, and their planning covers comprehensive financial health beyond investments, including insurance, estate planning, and tax considerations.
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