Anthea Perkinson
Monterey Associates · Pelham, New York
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.
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Specialties
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 1941735 |
| Exams passed | Series 63 (1992) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.montereyassociates.com |
| Profile |
How Anthea's firm compares
- A one-time plan starts at $500, below the New York median of $2,500 for fee-only firms that publish prices.
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Questions about Anthea
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Monterey Associates website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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