Mark Perez
Paradigm Wealth Management · Bridgewater, New Jersey
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.
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Specialties
Who they serve
- Pre-retirees
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 |
| Assets under management | $201.2M across 948 accounts |
| SEC registration | Investment adviser representative in FL, NJ · CRD 6864609 |
| Exams passed | Series 66 (2019) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.pwm.us.com |
How Mark's firm compares
- Paradigm Wealth Management's average account is about $212,000, from its Form ADV (assets managed divided by 948 accounts).
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Questions about Mark
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.
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
- Paradigm Wealth 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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