Mary Susan Perry
Whitwell Advisors · Bee Cave, Texas
Mary Susan Perry is a fee-only financial advisor at Whitwell Advisors in Bee Cave, Texas. Whitwell Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Whitwell Advisors |
|---|---|
| Based in | Bee Cave, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $116.8M across 489 accounts |
| SEC registration | Investment adviser representative in CA, FL, HI, NV, SC, TX, VA, WA · CRD 2530761 |
| Exams passed | Series 63 (2011) · Series 65 (1995) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | linktr.ee/whitwellpr |
How Mary Susan's firm compares
- Whitwell Advisors's average account is about $239,000, from its Form ADV (assets managed divided by 489 accounts).
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Questions about Mary Susan
Is Mary Susan Perry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary Susan holds no broker registration, and Whitwell Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary Susan charge for financial advice?
Mary Susan's firm, Whitwell Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Mary Susan Perry based?
Mary Susan Perry is based in Bee Cave, Texas.
Is Mary Susan Perry registered with the SEC?
Yes. Mary Susan Perry is registered as an investment adviser representative in CA, FL, HI, NV, SC, TX, VA and WA (CRD 2530761), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Whitwell Advisors manage?
Whitwell Advisors reports $116.8M across 489 accounts in assets under management.
How do I contact Mary Susan Perry?
Through Mary Susan's website, linktr.ee/whitwellpr.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bee Cave
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
- 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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