Bronwyn Mirretti
Mirretti Perryman Wealth Strategies · Skokie, Illinois
Bronwyn Mirretti is a fee-only financial advisor at Mirretti Perryman Wealth Strategies in Skokie, Illinois, who holds the CFP credential. Bronwyn focuses on small business owners, retirement planning and estate & legacy planning. Mirretti Perryman Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Mirretti Perryman Wealth Strategies |
|---|---|
| Based in | Skokie, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $178.9M across 178 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 4426135 |
| Exams passed | Series 63 (2001) · Series 66 (2003) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.mirrettiperryman.com |
How Bronwyn's firm compares
- Mirretti Perryman Wealth Strategies's average account is about $1.0 million, from its Form ADV (assets managed divided by 178 accounts).
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Questions about Bronwyn
Is Bronwyn Mirretti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bronwyn holds no broker registration, and Mirretti Perryman Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bronwyn charge for financial advice?
Bronwyn's firm, Mirretti Perryman Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bronwyn Mirretti based?
Bronwyn Mirretti is based in Skokie, Illinois.
What does Bronwyn specialize in?
Bronwyn's specialties include small business owners, retirement planning and estate & legacy planning.
What credentials does Bronwyn Mirretti hold?
Bronwyn Mirretti holds the CFP credential.
Is Bronwyn Mirretti registered with the SEC?
Yes. Bronwyn Mirretti is registered as an investment adviser representative in IL and TX (CRD 4426135), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mirretti Perryman Wealth Strategies manage?
Mirretti Perryman Wealth Strategies reports $178.9M across 178 accounts in assets under management.
How do I contact Bronwyn Mirretti?
Through Bronwyn's website, www.mirrettiperryman.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
- Mirretti Perryman Wealth Strategies 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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