Firm
Pereon Wealth
New York, New York
Fee-only
Pereon Wealth at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 7 employees and 125 individual clients, 75 of them high net worth.
- Its average account is about $316,000 (assets it manages divided by its 571 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | pereonwealth.com |
| [email protected] | |
| Phone | (212) 606-2323 |
Pereon Wealth fees
Pereon Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Performance-based fees |
|---|---|
| Assets managed | $181 million |
| Individual clients | 50 |
| High-net-worth clients | 75 |
| Accounts managed | 571 |
| Employees | 7 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-134827) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 338908 |