Advisor at Superior Financial, LLC
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Firm
Superior Financial, LLC
Location
Rochester, MN 55901
Credentials
CFP®, Series 63, Series 66
Industry experience
12 years
Peter Melsness is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He has been with Superior Financial, LLC since 2008. The firm provides fee-only financial planning and investment advisory services to individual and high-net-worth clients, emphasizing strategic asset allocation, broad diversification, and tax-efficient investments. Superior Financial manages approximately $112 million in discretionary assets and offers tailored planning solutions for higher-income clients with limited investable assets.
Based on Superior Financial, LLC
Based on Superior Financial, LLC
Financial Review Service Fee: $2,500
$0 - $500,000: 0.95% $500,000 - $1,000,000: 0.65% $1,000,000+: 0.45%
Additional hourly fee applies for follow-up questions after Financial Review (amount not specified).
Neos Planning: $300 per month
Account minimum: $500,000 Fee-only: Wealth Management and Financial Review are fee-only; no commissions accepted.
3265 19 Th Street Nw, Suite 320
Rochester, MN 55901
Minnesota · Texas · Wisconsin
Superior Financial, LLC
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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