4200 Somerset Dr
Prairie Village, KS 66208
We're a full-service firm offering investment management and financial planning services. This includes retirement planning, tax strategies, and insurance and estate planning. We offer personalized service and customized investment and financial planning designed for your unique situation.
Our clients include corporate executives, business owners, retirees, and people who are planning to retire well. Our clients also include multiple generations of several families.
We differ from many advisers because we're a fee only fiduciary firm. Fee only means we do not accept commission compensation since we do not sell products such as insurance or annuities. As a fiduciary, we are always legally bound to put your interests first and disclose any conflicts of interest.
Firm Start Year
No. of Employees
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
Work with the following types of clients
Foreign Languages Serviced
Advisory Services Provided
Can meet clients in the following ways
Registered Investment Advisor
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Firm's Number of Clients
Firm's Number of Planning Clients
Firm's Number of Managed Clients
Assets Managed by Firm
Advisor's Number of Clients
Advisor's Number of Managed Clients
Advisor's Number of Planning Clients
Assets Managed by Advisor
Minimum Portfolio Size for New Managed Accounts
Fee % Based on Assets
Additional Details on Charges
Minimum Fee Charged for Managed Accounts
Minimum Fee Charged for Hourly Planning Accounts
Bachelor of Science - Finance with a Minor in Economics
FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosureshttps://www.financialadvisor.net/disclosure/1888671/financialadvisor-petrovic-financial-services-detailed-disclosure
Petrovic Financial Services is an independent SEC Registered Investment Advisory firm. Petrovic Financial Services and its representatives do not provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.