Firm
CJ Perry Financial
Berwyn, Pennsylvania
Fee-only
CJ Perry Financial at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 10 individual clients, 2 of them high net worth.
- Its average account is about $172,000 (assets it manages divided by its 15 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Berwyn, Pennsylvania |
|---|---|
| Website | cjperryfinancial.com |
| [email protected] | |
| Phone | (610) 220-1833 |
CJ Perry Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $500 |
|---|---|
| How it charges | Percentage of assets · Flat fee · One-time plans or projects |
In the firm's words
"Fixed fee rates range from $500 to $5,000." source
"This fee is based on your percentage of assets under management." source
"We charge a fixed fee for Project-Based Financial Planning." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 8 |
| High-net-worth clients | 2 |
| Accounts managed | 15 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 330703 |