# Cade Johnson

> Cade Johnson is a fee-only financial advisor at Petros Family Wealth in Bloomington, Minnesota, who holds the CFA credential. Cade 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/cade-johnson/
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:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 7349496 (https://adviserinfo.sec.gov/individual/summary/7349496)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 65 (2023)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.petrosfw.com/

## Frequently asked questions

### Is Cade Johnson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Cade 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 Cade charge for financial advice?

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

### Where is Cade Johnson based?

Cade Johnson is based in Bloomington, Minnesota.

### What does Cade specialize in?

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

### What credentials does Cade Johnson hold?

Cade Johnson holds the CFA credential.

### Is Cade Johnson registered with the SEC?

Yes. Cade Johnson is registered as an investment adviser representative in MN (CRD 7349496), 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 Cade Johnson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7349496): 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.