Perennial Advisors Group, LLC
Westford, Massachusetts
Perennial Advisors Group, LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 191 individual clients, 105 of them high net worth.
- Its average account is about $600,000 (assets it manages divided by its 662 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Westford, Massachusetts |
|---|---|
| Website | perennialadvisorsgroup.com |
| [email protected] | |
| Phone | (978) 577-6025 |
Questions about Perennial Advisors Group, LLC
How is Perennial Advisors Group, LLC paid?
Perennial Advisors Group, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Perennial Advisors Group, LLC have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Perennial Advisors Group, LLC, and 2 hold the CFP.
What is the average account at Perennial Advisors Group, LLC?
Perennial Advisors Group, LLC's average account is about $600,000. That's the assets on its Form ADV divided by its 662 accounts.
What does Perennial Advisors Group, LLC specialize in?
Perennial Advisors Group, LLC's advisors and website list tax planning and divorce financial planning.
Perennial Advisors Group, LLC fees
Perennial Advisors Group, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $397 million |
| Individual clients | 86 |
| High-net-worth clients | 105 |
| Accounts managed | 662 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-62908) |
| Financial planning | Offered |
| Form ADV filed | October 13, 2026 |
| SEC record | CRD 128600 |
Advisors at this firm (3)
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