Duncan Perry
Smarter Bear Financial Advisors · Swampscott, Massachusetts
Duncan Perry is a fee-only financial advisor at Smarter Bear Financial Advisors in Swampscott, Massachusetts, who holds the CFP credential. Duncan focuses on tax planning. Smarter Bear Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Smarter Bear Financial Advisors |
|---|---|
| Based in | Swampscott, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $49.9M across 41 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NH · CRD 7692731 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.smarterbear.net |
| Profile |
How Duncan's firm compares
- Smarter Bear Financial Advisors's average account is about $1.2 million, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Duncan
Is Duncan Perry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Duncan holds no broker registration, and Smarter Bear Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Duncan charge for financial advice?
Duncan's firm, Smarter Bear Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Duncan Perry based?
Duncan Perry is based in Swampscott, Massachusetts.
What does Duncan specialize in?
Duncan's specialties include tax planning.
What credentials does Duncan Perry hold?
Duncan Perry holds the CFP credential.
Is Duncan Perry registered with the SEC?
Yes. Duncan Perry is registered as an investment adviser representative in MA and NH (CRD 7692731), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Smarter Bear Financial Advisors manage?
Smarter Bear Financial Advisors reports $49.9M across 41 accounts in assets under management.
How do I contact Duncan Perry?
Through Duncan's website, www.smarterbear.net.
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
- Smarter Bear Financial Advisors 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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