Brandon Perry
Perry Investment Management · Round Rock, Texas
Brandon Perry is a fee-only financial advisor at Perry Investment Management in Round Rock, Texas, who holds the CFP and ChFC credentials. Perry Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Perry Investment Management |
|---|---|
| Based in | Round Rock, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $27M across 100 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX · CRD 4572217 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.perryim.com |
| Profile |
How Brandon's firm compares
- Perry Investment Management's average account is about $270,000, from its Form ADV (assets managed divided by 100 accounts).
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Questions about Brandon
Is Brandon Perry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Perry Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Perry Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brandon Perry based?
Brandon Perry is based in Round Rock, Texas.
What credentials does Brandon Perry hold?
Brandon Perry holds the CFP and ChFC credentials.
Is Brandon Perry registered with the SEC?
Yes. Brandon Perry is registered as an investment adviser representative in TX (CRD 4572217), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Perry Investment Management manage?
Perry Investment Management reports $27M across 100 accounts in assets under management.
How do I contact Brandon Perry?
Through Brandon's website, www.perryim.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Round Rock
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
- 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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