Shannon Ross
Petra Financial Advisors · Colorado Springs, Colorado
Shannon Ross is a fee-only financial advisor at Petra Financial Advisors in Colorado Springs, Colorado. 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 |
| SEC registration | Investment adviser representative in CO · CRD 7030233 |
| Exams passed | Series 65 (2018) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.petrafinancial.com |
How Shannon'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 Shannon
Is Shannon Ross a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shannon 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 Shannon charge for financial advice?
Shannon's firm, Petra Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shannon Ross based?
Shannon Ross is based in Colorado Springs, Colorado.
Is Shannon Ross registered with the SEC?
Yes. Shannon Ross is registered as an investment adviser representative in CO (CRD 7030233), 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 Shannon Ross?
Through Shannon'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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