Petros Family Wealth

Petros Family Wealth at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 8 advisors are listed here; 2 of 8 hold the CFP.
• Its Form ADV reports 9 employees and 527 individual clients, 83 of them high net worth.
• Its average account is about $197,000 (assets it manages divided by its 1,736 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Petros Family Wealth fees

Petros Family Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (8)

• Bixby Gilbertson

  CFP

• Breanna Jensen

  CFP

• Bridget Wiltse

• Cade Johnson

  CFA

• Camie Quigley

• Carl Lymangood

• Deanna Rens

• Thomas Jenkins

Other fee-only firms in Bloomington

• Summit Advisor Group
• TruMix Advisors
• Wisdom Wealth Management, LLC
• BGM
• Birchwood Financial Partners, Inc.
• Clerestory Advisors, Inc.
• Create, LLC
• KMB Wealth Management

Fee-only advisors in Minnesota