# Jonathan Forbes

> Jonathan Forbes is a fee-only financial advisor at Petra Financial Advisors in Colorado Springs, Colorado, 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/jonathan-forbes/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Petra Financial Advisors
- **Based in:** Colorado Springs, Colorado
- **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:** 6142082 (https://adviserinfo.sec.gov/individual/summary/6142082)
- **SEC registration:** Investment adviser representative in CO
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://www.petrafinancial.com

## Frequently asked questions

### Is Jonathan Forbes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?

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

### Where is Jonathan Forbes based?

Jonathan Forbes is based in Colorado Springs, Colorado.

### What credentials does Jonathan Forbes hold?

Jonathan Forbes holds the CFP credential.

### Is Jonathan Forbes registered with the SEC?

Yes. Jonathan Forbes is registered as an investment adviser representative in CO (CRD 6142082), 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 Jonathan Forbes?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6142082): 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.