# Anthea Perkinson

> Anthea Perkinson is a fee-only financial advisor at Monterey Associates in Pelham, New York, who holds the CFP credential. Anthea charges a one-time planning fee and a flat fee or retainer (one-time plans from $500) and focuses on small business owners.

Page: https://find.wellspent.co/advisors/anthea-perkinson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Monterey Associates
- **Based in:** Pelham, New York
- **Fee model:** One-time planning fee; Flat fee or retainer
- **Fees (firm's website):** one-time plans from $500
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP
- **Specialties:** Small business owners
- **CRD:** 1941735 (https://adviserinfo.sec.gov/individual/summary/1941735)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1992)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.montereyassociates.com

## Frequently asked questions

### Is Anthea Perkinson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anthea holds no broker registration, and Monterey Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anthea charge for financial advice?

Anthea charges a one-time planning fee and a flat fee or retainer.

### How much does Anthea charge?

According to Monterey Associates's website, checked October 30, 2026: one-time plans from $500.

### Where is Anthea Perkinson based?

Anthea Perkinson is based in Pelham, New York.

### What does Anthea specialize in?

Anthea's specialties include small business owners.

### What credentials does Anthea Perkinson hold?

Anthea Perkinson holds the CFP credential.

### Is Anthea Perkinson registered with the SEC?

Yes. Anthea Perkinson is registered as an investment adviser representative in NY (CRD 1941735), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Anthea Perkinson?

Through Anthea's website, www.montereyassociates.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1941735): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.montereyassociates.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.