Firm
Perissos Private Wealth Management
Bethany, Oklahoma
Fee-only
Facts
| Based in | Bethany, Oklahoma |
|---|---|
| Website | perissosprivatewealth.com |
| [email protected] | |
| Phone | (405) 212-9690 |
Perissos Private Wealth Management fees
Perissos Private Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $167 million |
| Individual clients | 152 |
| Financial planning | Offered |
| Form ADV filed | June 2, 2026 |
| SEC record | CRD 217514 |