# Michael Tanney

> Michael Tanney is a fee-only financial advisor at Pereon Wealth in New York, New York. Michael focuses on equity compensation, estate & legacy planning and retirement planning. Pereon Wealth reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Pereon Wealth
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $180.6M across 571 accounts
- **Specialties:** Equity compensation, Estate & legacy planning, Retirement planning
- **Works with:** Founders, Executives
- **CRD:** 5124163 (https://adviserinfo.sec.gov/individual/summary/5124163)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 65 (2015), Series 66 (2008)
- **Firm size:** 7 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.pereonwealth.com/

## Frequently asked questions

### Is Michael Tanney a fee-only financial advisor?

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

### How does Michael charge for financial advice?

Michael's firm, Pereon Wealth, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Michael Tanney based?

Michael Tanney is based in New York, New York.

### What does Michael specialize in?

Michael's specialties include equity compensation, estate & legacy planning and retirement planning. Michael works with founders and executives.

### Is Michael Tanney registered with the SEC?

Yes. Michael Tanney is registered as an investment adviser representative in NY and TX (CRD 5124163), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Pereon Wealth manage?

Pereon Wealth reports $180.6M across 571 accounts in assets under management.

### How do I contact Michael Tanney?

Through Michael's website, www.pereonwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5124163): 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://www.pereonwealth.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.