Michael Tanney
Pereon Wealth · New York, New York
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.
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Specialties
Who they serve
- Founders
- Executives
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 | $180.6M across 571 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 5124163 |
| Exams passed | Series 65 (2015) · Series 66 (2008) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pereonwealth.com |
| Profile |
How Michael's firm compares
- Pereon Wealth's average account is about $316,000, from its Form ADV (assets managed divided by 571 accounts).
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Questions about Michael
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.
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
- Pereon Wealth 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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