Breanna Jensen
Petros Family Wealth · Bloomington, Minnesota
Breanna Jensen is a fee-only financial advisor at Petros Family Wealth in Bloomington, Minnesota, who holds the CFP credential. Breanna 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 7592476 |
| Exams passed | Series 65 (2023) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.petrosfw.com |
How Breanna'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 Breanna
Is Breanna Jensen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Breanna 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 Breanna charge for financial advice?
Breanna's firm, Petros Family Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Breanna Jensen based?
Breanna Jensen is based in Bloomington, Minnesota.
What does Breanna specialize in?
Breanna's specialties include retirement planning, estate & legacy planning and family wealth transfer.
What credentials does Breanna Jensen hold?
Breanna Jensen holds the CFP credential.
Is Breanna Jensen registered with the SEC?
Yes. Breanna Jensen is registered as an investment adviser representative in MN (CRD 7592476), 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 Breanna Jensen?
Through Breanna'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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