# Bixby Gilbertson

> Bixby Gilbertson is a fee-only financial advisor at Petros Family Wealth in Bloomington, Minnesota, who holds the CFP credential. Bixby focuses on retirement planning, estate & legacy planning and family wealth transfer. Petros Family Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bixby-gilbertson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Petros Family Wealth
- **Based in:** Bloomington, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $341.6M across 1,736 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 6582780 (https://adviserinfo.sec.gov/individual/summary/6582780)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 65 (2015), Series 66 (2019)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.petrosfw.com/

## Frequently asked questions

### Is Bixby Gilbertson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bixby holds no broker registration, and Petros Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bixby charge for financial advice?

Bixby's firm, Petros Family Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Bixby Gilbertson based?

Bixby Gilbertson is based in Bloomington, Minnesota.

### What does Bixby specialize in?

Bixby's specialties include retirement planning, estate & legacy planning and family wealth transfer.

### What credentials does Bixby Gilbertson hold?

Bixby Gilbertson holds the CFP credential.

### Is Bixby Gilbertson registered with the SEC?

Yes. Bixby Gilbertson is registered as an investment adviser representative in MN (CRD 6582780), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Petros Family Wealth manage?

Petros Family Wealth reports $341.6M across 1,736 accounts in assets under management.

### How do I contact Bixby Gilbertson?

Through Bixby's website, www.petrosfw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6582780): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.petrosfw.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.