# Superior Financial

Superior Financial is a RIA based in Rochester.

## Overview

- **Organization type:** RIA
- **Headquarters:** Rochester
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** superiorfinancialllc.com
- **LinkedIn:** https://www.linkedin.com/company/petermelsness

## Regulatory record

- **CRD number:** 148326
- **SEC file number:** 801-136350
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148326

## About

Superior Financial is a fee-only, fiduciary financial planning firm that helps individual clients, especially retirees, gain clarity and confidence about their financial future. Its comprehensive planning process covers retirement income planning, tax planning, and estate planning customized to each client. As an independent registered investment advisor, the firm does not accept commissions and works solely on a fiduciary basis.

## People

- Peter Melsness — CFP®, founder and owner

## Questions

### What is the ownership structure of Superior Financial?

Superior Financial is registered as a limited liability company (LLC). The specific ownership or family principals behind the entity are not disclosed in public records. LLC status is a common structure for family offices seeking liability protection and operational flexibility.

### How does Superior Financial deploy capital?

No public information is available regarding Superior Financial's investment strategy, asset-class preferences, or deployment methods. The firm has not appeared in news reports or regulatory filings detailing specific transactions or fund commitments.

### What is the geographic focus of Superior Financial?

No geographic investment focus has been publicly identified for Superior Financial. The firm's headquarters location is not confirmed in available records.

### Who manages investment decisions at Superior Financial?

Named investment professionals or decision-makers at Superior Financial are not publicly known. No leadership team or advisory board members appear in media, regulatory, or professional-network sources.

## Related profiles

- [Wolfbridge Wealth](https://altss.com/profile/wolfbridge-wealth)
- [Monticello Capital Management](https://altss.com/profile/monticello-capital-management-llc)

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Last updated: 2026-08-11T15:08:11.274Z

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