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About Pecaut Wealth Management
Pecaut Wealth Management, a federally registered investment advisor (RIA), has provided financial planning and investment management services since its establishment in 1960 by Russell Pecaut and his sons. With over six decades of experience in the industry, the company operates under the fiduciary standard, ensuring that its clients' best interests are always prioritized.
Unlike many financial advisory firms, Pecaut Wealth Management does not sell products or earn commissions, which they believe helps reduce conflicts of interest. This unique approach allows them to provide unbiased financial advice and recommendations to their clients.
The company strongly emphasizes long-term thinking in investing and building client relationships. They aim to guide their clients through all seasons of their lives, avoiding short-termism and focusing on sustainable growth and wealth preservation. Trust is a fundamental aspect of their business philosophy, which they believe is earned through demonstrating integrity and competence.
Pecaut Wealth Management values its long-term relationships with clients across the United States. By understanding each client's unique goals and circumstances, they tailor their services to meet individual needs while providing ongoing support and guidance. With a commitment to transparency, objectivity, and personalized service, Pecaut Wealth Management strives to help individuals achieve their financial objectives and secure a prosperous future.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Investment Management
More about Pecaut Wealth Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 2997 | 4 |
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