# Christopher Perry

> Christopher Perry is a fee-only financial advisor at CJ Perry Financial in Berwyn, Pennsylvania, who holds the CFA, CFP and MBA credentials. Christopher charges a percentage of assets, a flat fee or retainer and a one-time planning fee (one-time plans from $500) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/christopher-perry/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** CJ Perry Financial
- **Based in:** Berwyn, Pennsylvania
- **Fee model:** Percentage of assets; Flat fee or retainer; One-time planning fee
- **Fees (firm's website):** one-time plans from $500
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.6M across 15 accounts
- **Credentials:** CFA, CFP, MBA, RICP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2092404 (https://adviserinfo.sec.gov/individual/summary/2092404)
- **SEC registration:** Investment adviser representative in PA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://cjperryfinancial.com

## Frequently asked questions

### Is Christopher Perry a fee-only financial advisor?

Yes. Christopher Perry is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Christopher's firm.

### How does Christopher charge for financial advice?

Christopher charges a percentage of assets, a flat fee or retainer and a one-time planning fee.

### How much does Christopher charge?

According to CJ Perry Financial's website, checked October 28, 2026: one-time plans from $500.

### Where is Christopher Perry based?

Christopher Perry is based in Berwyn, Pennsylvania.

### What does Christopher specialize in?

Christopher's specialties include retirement planning. Christopher works with retirees and pre-retirees.

### What credentials does Christopher Perry hold?

Christopher Perry holds the CFA, CFP, MBA and RICP credentials.

### Is Christopher Perry registered with the SEC?

Yes. Christopher Perry is registered as an investment adviser representative in PA (CRD 2092404), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does CJ Perry Financial manage?

CJ Perry Financial reports $2.6M across 15 accounts in assets under management.

### How do I contact Christopher Perry?

Through Christopher's website, cjperryfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/51948): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://cjperryfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.