Nicholas Perini
Beese Fulmer · Canton, Ohio
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.
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Specialties
Facts
| Firm | Beese Fulmer |
|---|---|
| Based in | Canton, Ohio |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $2.06B across 2,044 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, NY, OH, TX · CRD 5102074 |
| Exams passed | Series 65 (2010) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.beesefulmer.com |
How Nicholas's firm compares
- Beese Fulmer's average account is about $1.0 million, from its Form ADV (assets managed divided by 2,044 accounts).
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Questions about Nicholas
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.
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
- Beese Fulmer 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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