Colin Perry
PR Wealth Management Group · East Moline, Illinois
Colin Perry is a fee-only financial advisor at PR Wealth Management Group in East Moline, Illinois. PR Wealth Management Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | PR Wealth Management Group |
|---|---|
| Based in | East Moline, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $164.9M across 456 accounts |
| SEC registration | Investment adviser representative in IA, IL · CRD 7790455 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.legacywmglv.com |
How Colin's firm compares
- PR Wealth Management Group's average account is about $362,000, from its Form ADV (assets managed divided by 456 accounts).
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Questions about Colin
Is Colin Perry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Colin holds no broker registration, and PR Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Colin charge for financial advice?
Colin's firm, PR Wealth Management Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Colin Perry based?
Colin Perry is based in East Moline, Illinois.
Is Colin Perry registered with the SEC?
Yes. Colin Perry is registered as an investment adviser representative in IA and IL (CRD 7790455), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PR Wealth Management Group manage?
PR Wealth Management Group reports $164.9M across 456 accounts in assets under management.
How do I contact Colin Perry?
Through Colin's website, www.legacywmglv.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
- 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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