Frederic Perret
Horizons Sustainable Financial Services · Santa Fe, New Mexico
Frederic Perret is a fee-only financial advisor at Horizons Sustainable Financial Services in Santa Fe, New Mexico. Frederic focuses on sustainable & impact investing. Horizons Sustainable Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Horizons Sustainable Financial Services |
|---|---|
| Based in | Santa Fe, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $151.2M across 314 accounts |
| SEC registration | Investment adviser representative in AL, NM · CRD 2636651 |
| Exams passed | Series 63 (1995) · Series 65 (2002) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | deepimpactinvesting.blubrry.net |
How Frederic's firm compares
- Horizons Sustainable Financial Services's average account is about $481,000, from its Form ADV (assets managed divided by 314 accounts).
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Questions about Frederic
Is Frederic Perret a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frederic holds no broker registration, and Horizons Sustainable Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Frederic charge for financial advice?
Frederic's firm, Horizons Sustainable Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Frederic Perret based?
Frederic Perret is based in Santa Fe, New Mexico.
What does Frederic specialize in?
Frederic's specialties include sustainable & impact investing.
Is Frederic Perret registered with the SEC?
Yes. Frederic Perret is registered as an investment adviser representative in AL and NM (CRD 2636651), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Horizons Sustainable Financial Services manage?
Horizons Sustainable Financial Services reports $151.2M across 314 accounts in assets under management.
How do I contact Frederic Perret?
Through Frederic's website, deepimpactinvesting.blubrry.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
- Horizons Sustainable Financial Services 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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