Perry Investment Management

Perry Investment Management at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 50 individual clients, 3 of them high net worth.
• Its average account is about $270,000 (assets it manages divided by its 100 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Perry Investment Management fees

Perry Investment Management 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

Advisors at this firm (1)

• Brandon Perry

  CFP · ChFC

Other fee-only firms in Round Rock

• Ridley Wealth Management
• Thrifty Scotty Financial
• TNT Asset Management
• Ubequity Wealth Management, LLC
• Argent Wealth Management Inc.
• Davis & Wehrle
• Everyplan Financial
• Inked Investments

Fee-only advisors in Texas