Christopher Perry
CJ Perry Financial · Berwyn, Pennsylvania
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $2.6M across 15 accounts |
| Credentials | CFA · CFP · MBA · RICP |
| SEC registration | Investment adviser representative in PA · CRD 2092404 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | cjperryfinancial.com |
| Profile |
How Christopher's firm compares
- A one-time plan starts at $500, below the Pennsylvania median of $1,695 for fee-only firms that publish prices.
- CJ Perry Financial's average account is about $172,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Christopher
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.
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
- XY Planning Network directory listing : XYPN members are fee-only
- CJ Perry Financial 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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