# John Pfaffmann

> John Pfaffmann is a fee-only financial advisor at Petra Financial Advisors in Tempe, Arizona, who holds the CFP credential. Petra Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-pfaffmann/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Petra Financial Advisors
- **Based in:** Tempe, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $447.2M across 1,171 accounts
- **Credentials:** CFP
- **CRD:** 2060427 (https://adviserinfo.sec.gov/individual/summary/2060427)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 63 (1990), Series 65 (1998)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://www.petrafinancial.com

## Frequently asked questions

### Is John Pfaffmann a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Petra Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, Petra Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is John Pfaffmann based?

John Pfaffmann is based in Tempe, Arizona.

### What credentials does John Pfaffmann hold?

John Pfaffmann holds the CFP credential.

### Is John Pfaffmann registered with the SEC?

Yes. John Pfaffmann is registered as an investment adviser representative in AZ (CRD 2060427), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Petra Financial Advisors manage?

Petra Financial Advisors reports $447.2M across 1,171 accounts in assets under management.

### How do I contact John Pfaffmann?

Through John's website, www.petrafinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2060427): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.