Bixby Gilbertson
Petros Family Wealth · Bloomington, Minnesota
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.
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Specialties
Facts
| Firm | Petros Family Wealth |
|---|---|
| Based in | Bloomington, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $341.6M across 1,736 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 6582780 |
| Exams passed | Series 65 (2015) · Series 66 (2019) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.petrosfw.com |
How Bixby's firm compares
- Petros Family Wealth's average account is about $197,000, from its Form ADV (assets managed divided by 1,736 accounts).
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Questions about Bixby
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bloomington
Other advisors in Minnesota who focus on retirement planning
Where this information comes from
- SEC adviser records : 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
- Petros Family Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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