Petra Financial Advisors Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$8,000

“The minimum financial planning development fee is $8,000, although the Advisor may offer a different fee at its own discretion or through negotiation with the Client.”

Quarterly fee

$2,000/qtr

“For a Special Project, $1,000 is due upon execution of the Client Agreement with the balance paid down in $2,000 quarterly payments or at the completion of the specified work.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Petra Financial Advisors Inc bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees not yet billed or paid are due and payable upon termination.”
• “Fees for these ongoing financial planning reviews and advice are included in the investment management fee and are not billed separately.”
• “Clients who are not investment management Clients are billed for any financial planning advice beyond the development of the plan on a project fee basis.”

How Petra Financial Advisors Inc’s fees compare

• Its flat or project fee of $8,000 is above the Colorado median of $5,250. 72% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 15 of the 18 other planners in Colorado Springs that publish a flat or project fee charge less.

About Petra Financial Advisors Inc

• Firm size: 15 employees.
• Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
• Registered as an adviser: 1991 (35 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

378

Employees

15

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$447,237,190

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

107196

Website

facebook.com/LighthousefinancialLLC (opens in new tab)

Phone

(719) 636-9000

Can advise clients in 9 states: Arizona, California, Colorado, Florida, Louisiana, Nebraska, Oregon, Texas, Washington

Other planners in Colorado Springs that publish fees

• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000
• Adelmann Financial, Inc.Colorado Springs$500⁠-⁠$1,000/qtr
• Altus Wealth Group, LLCColorado Springs$250/hr, $1,000⁠-⁠$10,000
• Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250⁠-⁠$3,500
• Baskin Financial PlanningColorado Springs$500⁠-⁠$3,000, $250⁠-⁠$3,000/mo

Compare all 49 planners in Colorado Springs