Dori Petroff
Lifelong Wealth Advisors · Arden Hills, Minnesota
Dori Petroff is a fee-only financial advisor at Lifelong Wealth Advisors in Arden Hills, Minnesota. Lifelong Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Dori →
Facts
| Firm | Lifelong Wealth Advisors |
|---|---|
| Based in | Arden Hills, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $710.4M across 2,618 accounts |
| SEC registration | Investment adviser representative in MN · CRD 5475235 |
| Exams passed | Series 63 (2008) · Series 66 (2012) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | llwadvisors.com |
How Dori's firm compares
- Lifelong Wealth Advisors's average account is about $271,000, from its Form ADV (assets managed divided by 2,618 accounts).
Request an introduction to Dori
Tell Dori a little about what you're looking for. Dori isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Dori
Is Dori Petroff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dori holds no broker registration, and Lifelong Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dori charge for financial advice?
Dori's firm, Lifelong Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Dori Petroff based?
Dori Petroff is based in Arden Hills, Minnesota.
Is Dori Petroff registered with the SEC?
Yes. Dori Petroff is registered as an investment adviser representative in MN (CRD 5475235), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lifelong Wealth Advisors manage?
Lifelong Wealth Advisors reports $710.4M across 2,618 accounts in assets under management.
How do I contact Dori Petroff?
Through Dori's website, llwadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- 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.
See something wrong? Request a correction. Read our methodology.