Brent Perry
Piedmont Financial Advisors, LLC · Indianapolis, Indiana
Brent Perry is a fee-only financial advisor at Piedmont Financial Advisors, LLC in Indianapolis, Indiana, who holds the CFP credential. Brent charges a one-time planning fee (no asset minimum).
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Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
Facts
| Firm | Piedmont Financial Advisors, LLC |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model | One-time planning fee |
| Fees (firm's website) | No asset minimum |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 4455587 |
| Exams passed | Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | piedmontfa.com |
| Profile |
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Questions about Brent
Is Brent Perry a fee-only financial advisor?
Yes. Brent Perry is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brent's firm.
How does Brent charge for financial advice?
Brent charges a one-time planning fee.
How much does Brent charge?
According to Piedmont Financial Advisors, LLC's website, checked October 28, 2026: no asset minimum.
Where is Brent Perry based?
Brent Perry is based in Indianapolis, Indiana.
What credentials does Brent Perry hold?
Brent Perry holds the CFP credential.
Is Brent Perry registered with the SEC?
Yes. Brent Perry is registered as an investment adviser representative in IN (CRD 4455587), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How do I contact Brent Perry?
Through Brent's website, piedmontfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Piedmont Financial Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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