Deanna Rens
Petros Family Wealth · Bloomington, Minnesota
Deanna Rens is a fee-only financial advisor at Petros Family Wealth in Bloomington, Minnesota. Deanna 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 5439973 |
| Exams passed | Series 66 (2014) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.petrosfw.com |
How Deanna'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 Deanna
Is Deanna Rens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Deanna 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 Deanna charge for financial advice?
Deanna's firm, Petros Family Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Deanna Rens based?
Deanna Rens is based in Bloomington, Minnesota.
What does Deanna specialize in?
Deanna's specialties include retirement planning, estate & legacy planning and family wealth transfer.
Is Deanna Rens registered with the SEC?
Yes. Deanna Rens is registered as an investment adviser representative in MN (CRD 5439973), 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 Deanna Rens?
Through Deanna'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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