Alex + Petrovic - Financial Advisor in Prairie Village, KS

Paladin Research Report For:

Alex Petrovic

Petrovic Financial Services

4200 Somerset Dr
Suite 217
Prairie Village, KS 66208

About Alex Petrovic

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.

See Disclosures

General Information

Firm Start Year
  • 2012
No. of Employees
  • 5-9
  • 4934721
Firm CRD#
  • 273039
Name of Broker/Dealer
  • Alexander M. Petrovic, III
Name of Custodial Firm
  • Raymond James
States Licensed in
  • KS & MO
Years of Experience in Financial Services
  • 20
Number of Years with Current Firm
  • 20
Work Experience
  • Prior to his financial planning career, Alex worked for The Boeing Company in Seattle as a lead financial analyst and as a U.S. Peace Corps volunteer in the Ukraine. In 2005, he returned home to Kansas City and joined his father's financial services firm. They worked together for 12 years (until his father's passing) delivering financial planning and investment management services to their clients.
Work with the following types of clients
  • Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
Foreign Languages Serviced
  • English
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management


Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 66

Firm Information

Firm's Number of Clients
  • 160
Firm's Number of Planning Clients
  • 100
Firm's Number of Managed Clients
  • 160
Assets Managed by Firm
  • $162,000,000
Advisor's Number of Clients
  • 160
Advisor's Number of Managed Clients
  • 160
Advisor's Number of Planning Clients
  • 100
Assets Managed by Advisor
  • $162,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $250,000
Compensation Methods
  • Flat Fee, Based on Assets
Fee % Based on Assets
  • 1.00%
Hourly Rate
  • N/A
Additional Details on Charges
  • We normally charge about 1% for the first million of assets and less for assets over one million, We also manage smaller portfolios for Young Professionals and our client's children.
Minimum Fee Charged for Managed Accounts
  • N/A
Minimum Fee Charged for Hourly Planning Accounts
  • N/A


Bachelor of Science - Finance with a Minor in Economics
  • Truman State University
    09/01/1994 - 06/15/1998

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures


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.