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Petrovic Financial Services
Founded in 2015, Petrovic Financial Services advises individuals, high-net-worth families, and businesses from its Prairie Village, Kansas headquarters.
Petrovic Financial Services
Founded in 2015, Petrovic Financial Services advises individuals, high-net-worth families, and businesses from its Prairie Village, Kansas headquarters. It markets its services publicly as Caliber Wealth Management, a registered investment adviser that positions financial planning—not just asset management—as the core client utility. The firm operates on a fully fee-only basis, explicitly rejecting commissions and referral incentives, and is a member of the National Association of Personal Financial Advisors. The firm delivers its advice through a process it calls The Comfort Equation, a five-step collaborative model. It structures client engagements across asset management and portfolio management, offered with flexible delivery: clients can work with the team in person, online, or both. The firm serves individuals and businesses, though no specific portfolio companies, direct investment holdings, or co-investment deals are publicly disclosed. Its documented geographic focus is the Kansas City metropolitan area, serving clients in states where it maintains registrations or exemptions. Petrovic Financial Services does not publicly disclose its total assets under advisement or number of professionals. Its website presents client tools including 24/7 portal access and online scheduling. The firm belongs to NAPFA, a membership that requires peer-reviewed competency standards and adherence to a fiduciary oath exceeding standard industry requirements. No adjacent vehicles—such as philanthropic foundations, real-asset arms, or operating businesses—are mentioned in its public materials. A structural differentiator for Petrovic is its conscious use of a public-facing brand, Caliber Wealth Management, distinct from the registered legal entity. This two-name architecture is uncommon among small advisory practices and can create ambiguity for institutional reviewers tracing the entity. Combined with its NAPFA membership, it signals a compliance-first posture that prioritizes fiduciary standards over scale or expansion.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Prairie Village
Corporate office
Prairie Village, KS, United States
Frequently asked questions
What is the relationship between Petrovic Financial Services and Caliber Wealth Management?
Caliber Wealth Management is the public-facing brand under which Petrovic Financial Services operates. The firm's website and client materials use the Caliber name, while the legal entity is Petrovic Financial Services. This structure is disclosed in website footers, which identify Caliber Wealth Management, LLC as the registered investment adviser providing the advisory services.
How does Petrovic Financial Services charge for its advice?
Petrovic operates on a fee-only basis and is a member of the National Association of Personal Financial Advisors. NAPFA membership requires advisors to avoid commissions, referral fees, and outside incentives entirely. The firm states it provides independent, objective financial planning under NAPFA's fiduciary oath, which exceeds the standard industry regulatory requirement.
Does Petrovic Financial Services manage direct investments or operate any private funds?
The firm has not publicly disclosed any private fund vehicles, direct investment portfolios, or co-investment structures. Its services are described in terms of financial planning, asset management, and portfolio management for individuals and businesses, without naming specific holdings, alternative asset classes, or fund commitments.
In which states is Petrovic Financial Services registered to provide advisory services?
The firm does not publish a specific state registration list. Its website states it is only intended for clients residing in states where it is registered or exempt from registration. An institutional reviewer should contact the firm directly to confirm current state coverage, as this governs where it can lawfully solicit or serve clients.
What is The Comfort Equation and how does it shape the firm's investment process?
The Comfort Equation is Petrovic's proprietary five-step planning process, presented as collaborative and flexible to match a client's evolving life circumstances. The firm markets it as the framework through which financial clarity is delivered, though the specific steps are not detailed beyond references to ongoing review and adaptation.
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