David Carpenter
Perennial Advisors Group · Westford, Massachusetts
David Carpenter is a fee-only financial advisor at Perennial Advisors Group in Westford, Massachusetts. Perennial Advisors Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Perennial Advisors Group |
|---|---|
| Based in | Westford, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $397.4M across 662 accounts |
| SEC registration | Investment adviser representative in MA, TX · CRD 4719038 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.perennialadvisorsgroup.com |
How David's firm compares
- Perennial Advisors Group's average account is about $600,000, from its Form ADV (assets managed divided by 662 accounts).
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Questions about David
Is David Carpenter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Perennial Advisors Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Perennial Advisors Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Carpenter based?
David Carpenter is based in Westford, Massachusetts.
Is David Carpenter registered with the SEC?
Yes. David Carpenter is registered as an investment adviser representative in MA and TX (CRD 4719038), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Perennial Advisors Group manage?
Perennial Advisors Group reports $397.4M across 662 accounts in assets under management.
How do I contact David Carpenter?
Through David's website, www.perennialadvisorsgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Westford
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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