Tyler Dostie
Perennial Advisors Group · Westford, Massachusetts
Tyler Dostie is a fee-only financial advisor at Perennial Advisors Group in Westford, Massachusetts, who holds the CFP credential. Perennial Advisors Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Perennial Advisors Group |
|---|---|
| Based in | Westford, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $397.4M across 662 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 7596311 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.perennialadvisorsgroup.com |
How Tyler's firm compares
- Perennial Advisors Group's average account is about $600,000, from its Form ADV (assets managed divided by 662 accounts).
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Questions about Tyler
Is Tyler Dostie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and Perennial Advisors Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tyler charge for financial advice?
Tyler's firm, Perennial Advisors Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Tyler Dostie based?
Tyler Dostie is based in Westford, Massachusetts.
What credentials does Tyler Dostie hold?
Tyler Dostie holds the CFP credential.
Is Tyler Dostie registered with the SEC?
Yes. Tyler Dostie is registered as an investment adviser representative in MA and TX (CRD 7596311), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Perennial Advisors Group manage?
Perennial Advisors Group reports $397.4M across 662 accounts in assets under management.
How do I contact Tyler Dostie?
Through Tyler's website, www.perennialadvisorsgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Westford
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
- 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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