Petros Family Wealth, LLC fees and pricing
Financial planner in Bloomington, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 27, 2026, Petros Family Wealth, LLC charges a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$10,000
“Fees for financial planning and consulting services are billed on a fixed rate basis ranging from $500$10,000 depending on the complexity of the work provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Petros Family Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for financial planning and consulting services are due and payable as incurred.”
- “For stand-alone financial planning services, the agreement between Petros and the client will terminate upon delivery of the plan or completion of the service.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
How Petros Family Wealth, LLC’s fees compare
- Its flat or project fee of $500-$10,000 spans the Minnesota median of $5,250. 49% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 4 of the 7 other planners in Bloomington that publish a flat or project fee charge less.
About Petros Family Wealth, LLC
“These services include: • • Investment and wealth management Financial planning and consulting We work with our clients to determine their investment objectives and risk profile and develop and execute a customized investment plan based on their individual needs and goals.”
- Firm size: 9 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 527
- Employees
- 9
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $341,596,465
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324059
- Phone
- (612) 643-9995
Can advise clients in 15 states: Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Minnesota, Nebraska, New Mexico, South Dakota, Texas, Virginia, Wisconsin
Other planners in Bloomington that publish fees
- Barrington Capital Management, Inc.Bloomington$250/hr
- Boyum Wealth Architects LLCBloomington$350/hr, $1,500-$50,000
- Caissa Wealth StrategiesBloomington$170-$450/hr, $3,000
- Centurion Financial Strategies LLCBloomington$350/hr
- Clerestory Advisors, IncBloomington$3,000-$5,000
- Guzek Asset ManagementBloomington$150-$250/hr, $150-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.