Camie Quigley
Petros Family Wealth · Bloomington, Minnesota
Camie Quigley is a fee-only financial advisor at Petros Family Wealth in Bloomington, Minnesota. Camie 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 |
| SEC registration | Investment adviser representative in MN · CRD 1740263 |
| Exams passed | Series 63 (1991) · Series 66 (2012) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.petrosfw.com |
| Profile |
How Camie'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 Camie
Is Camie Quigley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Camie 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 Camie charge for financial advice?
Camie's firm, Petros Family Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Camie Quigley based?
Camie Quigley is based in Bloomington, Minnesota.
What does Camie specialize in?
Camie's specialties include retirement planning, estate & legacy planning and family wealth transfer.
Is Camie Quigley registered with the SEC?
Yes. Camie Quigley is registered as an investment adviser representative in MN (CRD 1740263), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Camie Quigley?
Through Camie'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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