United Planners' Financial Services of America a Limited Partner
43yrs
Top advisor by experience in Bulverde
34yrs
Edwin Peet has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Bulverde, Texas. Edwin joined ETF Strategies in 2010, a firm offering financial planning and investment management. ETF Strategies reports being paid through a percentage of assets.
One of 15 advisors with offices in Bulverde, and one of 12 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 8% by experience in Texas
OfficeBulverde, TX
FirmETF Strategies
How the firm is paid ?Percent of assets
Typical client at the firm ?$219,461
States licensed ?1 state
Services through ETF Strategies
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowETF Strategies, LLCCurrent firm
Contact Edwin
(210) 422-9377ETF Strategies main office Bulverde, TXOffice · Get directions LinkedIn pageETF StrategiesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Edwin
Tailored to Edwin’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Edwin
How do I contact Edwin?
Call ETF Strategies at (210) 422-9377 and ask for Edwin Peet. Edwin works from the Bulverde, TX office.
How long has Edwin been a financial advisor?
Edwin has been in the industry since 1992, about 34 years. Top 8% by experience in Texas.
What licenses does Edwin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Edwin a fiduciary?
Edwin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edwin paid?
ETF Strategies reports being paid by a percentage of the assets they manage. Ask Edwin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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