Peter Melsness is a CFP-designated registered investment advisor at Superior Financial, LLC, based in Rochester, MN, with 12 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 120 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.45% |
Fees are negotiable. NEOS Planning includes investment management for a flat monthly fee of $300.
Fee Estimator
Contact
Peter Melsness
Location
3265 19th Street Nw, Suite 320, Rochester, MN, 55901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Superior Financial, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Peter is founder and principal owner of Superior Financial. Peter is an advocate of the Fee-Only financial planning model and believes strongly that it is the best approach for delivering financial planning services to the public. Peter is a NAPFA Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™.