Advisor at Perpetual Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Perpetual Wealth Advisors, LLC
Location
Waxhaw, NC
Credentials
CFP®, Series 65
Industry experience
18 years
Thomas Nardozzi is a CFP® professional with 18 years of industry experience and the principal of Perpetual Wealth Advisors, LLC, an independent advisory firm he founded in 2007. He has also worked as a tax preparer and has taught financial planning courses as a CFP instructor at Emory University and may continue teaching with other providers. Perpetual Wealth Advisors serves individuals and couples with comprehensive financial planning, discretionary asset management, and tax preparation services. The firm employs a structured planning process and diversified model portfolios using low-cost ETFs and mutual funds, incorporating tax-aware strategies and regular client reporting.
Based on Perpetual Wealth Advisors, LLC
Based on Perpetual Wealth Advisors, LLC
Ongoing Decision Support: $230 per quarter ($920 per year), waived for clients with at least $100,000 AUM; Tax preparation one-time setup fee $49 first year for AUM clients
$0 - $500,000: 0.92% annually $500,001 - $1,500,000: 0.76% annually $1,500,001 - $5,000,000: 0.64% annually $5,000,001 - $25,000,000: 0.48% annually $25,000,001+: 0.24% annually
Financial Plan Generation: $150 per hour; Financial Consulting: $200 per hour; Additional Decision Support hours: $150 per hour; Tax preparation for non-AUM clients billed hourly
Fee-only: Fee-only basis; no commissions or referral fees
Waxhaw, NC
California · Georgia · Minnesota · North Carolina · Texas
Perpetual Wealth Advisors, LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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My Financial Background: I am a CFA® Charterholder and CFP® Professional. For over a decade I served in various roles at Morgan Stanley and BNP Paribas in the New York metro area before relocating to Charlotte, North Carolina in 2021 where I was most recently a Vice President at Bank of America. Why I founded PB Wealth: I started PB Wealth to make a real impact in people’s lives, specifically focusing on professionals and families who may have some time before they retire, but they are in their peak decision-making years and need someone that truly invests in and empowers them. Starting my own RIA has given me the flexibility and independence I need to serve clients in their best interest, without compromise. My Mission: I believe a financial advisor should meet you where you are, whether you’re just starting out or whether you’re in your peak earning years, it should not matter. My mission is to help you build a life that is truly meaningful to you and that starts with getting to know who you are and what matters most to you.
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