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Alison Marie Mcfadden

Investment adviser representative at Peterson Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$829.7MFirm assets
18 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Peterson Wealth Advisors, LLCMar 2025 to now
  2. StudentSep 2024 to Apr 2025
  3. Forvis MazarsMay 2024 to Aug 2024
  4. Bottom Line RefinedMay 2023 to Apr 2024
  5. StudentMay 2022 to May 2023
  6. Service VolunteerMay 2021 to Feb 2022
  7. StudentJun 2015 to May 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (UT).

Peterson Wealth Advisors, LLC

$829.7MAssets managed
667Clients
14Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8113904
Firm CRD
146349
Advisor's SEC record (opens in a new tab)
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