Timothy Perryman
Mirretti Perryman Wealth Strategies · Skokie, Illinois
Timothy Perryman is a fee-only financial advisor at Mirretti Perryman Wealth Strategies in Skokie, Illinois, who holds the CFP credential. Timothy focuses on small business owners, retirement planning and estate & legacy planning. Mirretti Perryman Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Timothy →
Specialties
Facts
| Firm | Mirretti Perryman Wealth Strategies |
|---|---|
| Based in | Skokie, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $178.9M across 178 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 4401313 |
| Exams passed | Series 63 (2001) · Series 66 (2005) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.mirrettiperryman.com |
| Profile |
How Timothy's firm compares
- Mirretti Perryman Wealth Strategies's average account is about $1.0 million, from its Form ADV (assets managed divided by 178 accounts).
Request an introduction to Timothy
Tell Timothy a little about what you're looking for. Timothy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Timothy
Is Timothy Perryman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Mirretti Perryman Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Mirretti Perryman Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Perryman based?
Timothy Perryman is based in Skokie, Illinois.
What does Timothy specialize in?
Timothy's specialties include small business owners, retirement planning and estate & legacy planning.
What credentials does Timothy Perryman hold?
Timothy Perryman holds the CFP credential.
Is Timothy Perryman registered with the SEC?
Yes. Timothy Perryman is registered as an investment adviser representative in IL and TX (CRD 4401313), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mirretti Perryman Wealth Strategies manage?
Mirretti Perryman Wealth Strategies reports $178.9M across 178 accounts in assets under management.
How do I contact Timothy Perryman?
Through Timothy's website, www.mirrettiperryman.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
- Mirretti Perryman Wealth Strategies 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.
See something wrong? Request a correction. Read our methodology.