John Pfaffmann
Petra Financial Advisors · Tempe, Arizona
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.
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Facts
| Firm | Petra Financial Advisors |
|---|---|
| Based in | Tempe, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $447.2M across 1,171 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 2060427 |
| Exams passed | Series 63 (1990) · Series 65 (1998) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.petrafinancial.com |
How John's firm compares
- Petra Financial Advisors's average account is about $382,000, from its Form ADV (assets managed divided by 1,171 accounts).
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Questions about John
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.
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.
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