Petrovic Financial Services

What Petrovic Financial Services does

Petrovic Financial Services is a privately held, fee-only fiduciary financial advisory firm founded in 2017 by Alex Petrovic, who serves as founder and president. The firm is based in Prairie Village, Kansas (United States) and operates with a headcount in the 1-10 range. Its service offering spans three core practice areas: investment management, retirement planning, and tax strategies — the typical scope of a holistic wealth advisory for individuals and households rather than institutional clients. The "fee-only fiduciary" positioning indicates compensation is derived from client fees (rather than commissions or product sales) and that the firm adheres to a fiduciary standard of care.

No product suite, proprietary technology, pricing schedule, technology stack, marketing channels, distribution partnerships, or customer references are disclosed in the available data. Revenue model, pricing mechanics, and customer segmentation are likewise unspecified. As a small, founder-led RIA in a single local market, the business model is most plausibly direct, relationship-driven wealth advisory with fees tied to assets under management or fixed/planned advisory fees — but this cannot be confirmed from the source material.

The leadership roster contains only one named individual (Alex Petrovic). There are no disclosed subsidiaries, funding rounds, M&A activity, regulatory actions, certifications, partnerships, or strategic milestones beyond the 2017 founding. Most third-party data sources returned empty or unverifiable content, indicating limited public footprint and minimal external digital signal for the firm.

Name

Petrovic Financial Services

Website

https://petrovicfinancial.com

Company type

Private

Founded year

2017

Headcount range

1–10 employees

Short description

Petrovic Financial Services is a privately held, fee-only fiduciary advisory firm in Prairie Village, Kansas, founded in 2017 by Alex Petrovic, providing investment management, retirement planning, and tax strategies to individual and household clients with a 1-10 person team.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Investment management
• Retirement planning
• Tax strategy
• Fiduciary advisory
• Fee-only financial planning

Headquarters

HQ city

Prairie Village

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations

Core offering

Petrovic Financial Services is a fee-only fiduciary advisory firm that provides investment management, retirement planning, and tax strategy services. The firm is compensated through client fees rather than product commissions, aligning its advice with clients' best interests. It is a small practice serving individual clients with personalized wealth, retirement, and tax planning guidance.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Ongoing portfolio management and investment advisory for individual clients, delivered under a fee-only fiduciary standard.
• Retirement Planning Planning services designed to help individuals and families prepare for and transition into retirement, including income, withdrawal, and lifestyle planning.
• Tax Strategies Tax planning strategies integrated with investment and retirement advice to help individual clients optimize tax outcomes.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Emerging players

• Facet Wealth: Facet Wealth is a digital-first fee-only financial planning firm targeting mass-affluent households — comparable to Petrovic in fiduciary model and target client, but differentiated by a tech-enabled, remote-delivery model.

Broad incumbents

• Fisher Investments: Fisher Investments is a large, well-established investment management firm serving individuals and institutions — comparable to Petrovic's investment management function but operating at vastly greater scale and with broader global reach.
• Edelman Financial Engines: Edelman Financial Engines is a large RIA providing fee-based investment management, retirement planning, and tax-aware strategies to individuals — directly comparable in service mix, but at national scale.
• Schwab Wealth Advisory: Schwab's advisory arm offers investment management and retirement planning to retail clients — comparable in service scope to Petrovic but operating as part of a national brokerage/asset management platform.
• Vanguard Personal Advisor: Vanguard's hybrid robo-plus-advisor service provides fee-based investment management and retirement planning to individual investors — comparable in fiduciary orientation and service mix, but with significantly larger scale and brand.

Direct peers

• Ritholtz Wealth Management: Ritholtz Wealth is a fee-only fiduciary RIA providing investment management, retirement, and tax planning to households — a directly comparable boutique advisory model.
• Carson Wealth: Carson Group's wealth management arm is a fee-based RIA serving individuals and families with holistic financial planning, investment management, and tax advisory services — closely comparable to Petrovic's integrated offering.
• Merit Financial Advisors: Merit Financial Advisors is a fee-only RIA offering financial planning, investment management, and tax services to individuals — directly comparable to Petrovic's integrated wealth and tax strategy focus.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

• Facebookfacebook.com/Petrovic-Financial-Services-100063634687771
• LinkedInlinkedin.com/company/petrovic-weaver-financial-services

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Petrovic Financial Services