Lisa Malick
Petra Financial Advisors · Colorado Springs, Colorado
Lisa Malick 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.
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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 | $447.2M across 1,171 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 6015988 |
| Exams passed | Series 63 (2012) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.petrafinancial.com |
How Lisa'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 Lisa
Is Lisa Malick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa 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 Lisa charge for financial advice?
Lisa's firm, Petra Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lisa Malick based?
Lisa Malick is based in Colorado Springs, Colorado.
What credentials does Lisa Malick hold?
Lisa Malick holds the CFP credential.
Is Lisa Malick registered with the SEC?
Yes. Lisa Malick is registered as an investment adviser representative in CO (CRD 6015988), 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 Lisa Malick?
Through Lisa'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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