# Mark Perez

> Mark Perez is a fee-only financial advisor at Paradigm Wealth Management in Bridgewater, New Jersey. Mark focuses on retirement planning. Paradigm Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mark-perez/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Paradigm Wealth Management
- **Based in:** Bridgewater, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $201.2M across 948 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 6864609 (https://adviserinfo.sec.gov/individual/summary/6864609)
- **SEC registration:** Investment adviser representative in FL, NJ
- **Exams passed:** Series 66 (2019)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://www.pwm.us.com

## Frequently asked questions

### Is Mark Perez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Paradigm Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mark charge for financial advice?

Mark's firm, Paradigm Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Mark Perez based?

Mark Perez is based in Bridgewater, New Jersey.

### What does Mark specialize in?

Mark's specialties include retirement planning. Mark works with pre-retirees.

### Is Mark Perez registered with the SEC?

Yes. Mark Perez is registered as an investment adviser representative in FL and NJ (CRD 6864609), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paradigm Wealth Management manage?

Paradigm Wealth Management reports $201.2M across 948 accounts in assets under management.

### How do I contact Mark Perez?

Through Mark's website, www.pwm.us.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6864609): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://paradigmwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.