Jennifer Hernandez
Petra Financial Advisors, Inc. · Colorado Springs, Colorado
Jennifer Hernandez is a fee-only financial advisor at Petra Financial Advisors, Inc. in Colorado Springs, Colorado, who holds the CFA, CFP and EA credentials. Jennifer focuses on retirement planning and estate & legacy planning. Petra Financial Advisors, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | Petra Financial Advisors, Inc. |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $447.2M across 1,171 accounts |
| Credentials | CFA · CFP · EA · MBA |
| SEC registration | Investment adviser representative in CO · CRD 7296984 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | petrafinancial.com |
How Jennifer's firm compares
- Petra Financial Advisors, Inc.'s average account is about $382,000, from its Form ADV (assets managed divided by 1,171 accounts).
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Questions about Jennifer
Is Jennifer Hernandez a fee-only financial advisor?
Yes. Jennifer Hernandez is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jennifer's firm.
How does Jennifer charge for financial advice?
Jennifer's firm, Petra Financial Advisors, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Jennifer charge?
According to Petra Financial Advisors, Inc.'s website, checked October 28, 2026: a $1,000,000 asset minimum.
Where is Jennifer Hernandez based?
Jennifer Hernandez is based in Colorado Springs, Colorado.
What does Jennifer specialize in?
Jennifer's specialties include retirement planning and estate & legacy planning. Jennifer works with retirees, pre-retirees and high earners.
What credentials does Jennifer Hernandez hold?
Jennifer Hernandez holds the CFA, CFP, EA and MBA credentials.
Is Jennifer Hernandez registered with the SEC?
Yes. Jennifer Hernandez is registered as an investment adviser representative in CO (CRD 7296984), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Petra Financial Advisors, Inc. manage?
Petra Financial Advisors, Inc. reports $447.2M across 1,171 accounts in assets under management.
How do I contact Jennifer Hernandez?
Through Jennifer's website, petrafinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Petra Financial Advisors, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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