Christi Powell
Perissos Private Wealth Management · Bethany, Oklahoma
Christi Powell is a fee-only financial advisor at Perissos Private Wealth Management in Bethany, Oklahoma, who holds the CFP credential. Christi charges a percentage of assets (typically works with clients with $500,000 or more) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Multi-generational families
Facts
| Firm | Perissos Private Wealth Management |
|---|---|
| Based in | Bethany, Oklahoma |
| Fee model | Percentage of assets |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $167.1M across 550 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK, TX · CRD 5379104 |
| Exams passed | Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.perissosprivatewealth.com |
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Questions about Christi
Is Christi Powell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christi holds no broker registration, and Perissos Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christi charge for financial advice?
Christi charges a percentage of assets.
How much does Christi charge?
According to Perissos Private Wealth Management's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Does Christi work with clients virtually?
Yes. Perissos Private Wealth Management says on its website that it works with clients remotely.
Where is Christi Powell based?
Christi Powell is based in Bethany, Oklahoma.
What does Christi specialize in?
Christi's specialties include retirement planning, estate & legacy planning, tax planning, family wealth transfer, small business owners and founders (pre-exit). Christi works with retirees, pre-retirees, executives and multi-generational families.
What credentials does Christi Powell hold?
Christi Powell holds the CFP credential.
Is Christi Powell registered with the SEC?
Yes. Christi Powell is registered as an investment adviser representative in OK and TX (CRD 5379104), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Perissos Private Wealth Management manage?
Perissos Private Wealth Management reports $167.1M across 550 accounts in assets under management.
How do I contact Christi Powell?
Through Christi's website, www.perissosprivatewealth.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
- Perissos Private Wealth Management 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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