Matthew Perri
Zynergy Retirement Planning · Red Bank, New Jersey
Matthew Perri is a fee-only financial advisor at Zynergy Retirement Planning in Red Bank, New Jersey, who holds the CFP credential. Zynergy Retirement Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Zynergy Retirement Planning |
|---|---|
| Based in | Red Bank, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $173M across 591 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 7767786 |
| Exams passed | Series 66 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | player.fm/series/3686448 |
| Profile |
How Matthew's firm compares
- Zynergy Retirement Planning's average account is about $293,000, from its Form ADV (assets managed divided by 591 accounts).
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Questions about Matthew
Is Matthew Perri a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Zynergy Retirement Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Zynergy Retirement Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Perri based?
Matthew Perri is based in Red Bank, New Jersey.
What credentials does Matthew Perri hold?
Matthew Perri holds the CFP credential.
Is Matthew Perri registered with the SEC?
Yes. Matthew Perri is registered as an investment adviser representative in NJ (CRD 7767786), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zynergy Retirement Planning manage?
Zynergy Retirement Planning reports $173M across 591 accounts in assets under management.
How do I contact Matthew Perri?
Through Matthew's website, player.fm/series/3686448.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Red Bank
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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