John Persico
PERSICO Asset Management · Severna Park, Maryland
John Persico is a fee-only financial advisor at PERSICO Asset Management in Severna Park, Maryland. John focuses on retirement planning and estate & legacy planning. PERSICO Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | PERSICO Asset Management |
|---|---|
| Based in | Severna Park, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $101.9M across 233 accounts |
| SEC registration | Investment adviser representative in FL, MD · CRD 2085142 |
| Exams passed | Series 63 (1990) · Series 65 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.persicocapital.com |
How John's firm compares
- PERSICO Asset Management's average account is about $438,000, from its Form ADV (assets managed divided by 233 accounts).
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Questions about John
Is John Persico a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and PERSICO Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, PERSICO Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Persico based?
John Persico is based in Severna Park, Maryland.
What does John specialize in?
John's specialties include retirement planning and estate & legacy planning.
Is John Persico registered with the SEC?
Yes. John Persico is registered as an investment adviser representative in FL and MD (CRD 2085142), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PERSICO Asset Management manage?
PERSICO Asset Management reports $101.9M across 233 accounts in assets under management.
How do I contact John Persico?
Through John's website, www.persicocapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Severna Park
Other advisors in Maryland who focus on retirement planning
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
- PERSICO Asset Management 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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