Peter Melsness
Superior Financial · Rochester, Minnesota
Peter Melsness is a fee-only financial advisor at Superior Financial in Rochester, Minnesota, who holds the CFP credential. Peter focuses on retirement planning, tax planning and estate & legacy planning. Superior Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Peter →
Specialties
Who they serve
- Retirees
- High earners
- Early-career professionals
Facts
| Firm | Superior Financial |
|---|---|
| Based in | Rochester, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $112.2M across 385 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 5130671 |
| Exams passed | Series 63 (2006) · Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.superiorfinancialllc.com |
| Profile |
Request an introduction to Peter
Tell Peter a little about what you're looking for. Peter isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Peter
Is Peter Melsness a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Superior Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Superior Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Peter work with clients virtually?
Yes. Superior Financial says on its website that it works with clients remotely.
Where is Peter Melsness based?
Peter Melsness is based in Rochester, Minnesota.
What does Peter specialize in?
Peter's specialties include retirement planning, tax planning and estate & legacy planning. Peter works with retirees, high earners and early-career professionals.
What credentials does Peter Melsness hold?
Peter Melsness holds the CFP credential.
Is Peter Melsness registered with the SEC?
Yes. Peter Melsness is registered as an investment adviser representative in MN and TX (CRD 5130671), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Superior Financial manage?
Superior Financial reports $112.2M across 385 accounts in assets under management.
How do I contact Peter Melsness?
Through Peter's website, www.superiorfinancialllc.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
- Superior Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.