# Nicholas Perini

> Nicholas Perini is a fee-only financial advisor at Beese Fulmer in Canton, Ohio, who holds the CFA credential. Nicholas charges a percentage of assets and focuses on family wealth transfer.

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

## Facts

- **Firm:** Beese Fulmer
- **Based in:** Canton, Ohio
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.06B across 2,044 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer
- **CRD:** 5102074 (https://adviserinfo.sec.gov/individual/summary/5102074)
- **SEC registration:** Investment adviser representative in FL, NY, OH, TX
- **Exams passed:** Series 65 (2010)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://www.beesefulmer.com

## Frequently asked questions

### Is Nicholas Perini a fee-only financial advisor?

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

### How does Nicholas charge for financial advice?

Nicholas charges a percentage of assets.

### Where is Nicholas Perini based?

Nicholas Perini is based in Canton, Ohio.

### What does Nicholas specialize in?

Nicholas's specialties include family wealth transfer.

### What credentials does Nicholas Perini hold?

Nicholas Perini holds the CFA credential.

### Is Nicholas Perini registered with the SEC?

Yes. Nicholas Perini is registered as an investment adviser representative in FL, NY, OH and TX (CRD 5102074), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beese Fulmer manage?

Beese Fulmer reports $2.06B across 2,044 accounts in assets under management.

### How do I contact Nicholas Perini?

Through Nicholas's website, www.beesefulmer.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5102074): 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://beesefulmer.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.