CJ Perry Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,586,670
Total clients
10
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$258,667
About
CJ Perry Financial is a fee-only independent advisory firm that serves individuals (including high-net-worth clients), charitable organizations, and corporate plan sponsors. The firm offers ongoing wealth management with discretionary portfolio management, project-based financial planning, and retirement plan consulting for employer-sponsored plans.
The firm’s investment approach combines strategic asset allocation with both passive and active fund selection and employs fundamental, technical, cyclical, and quantitative analyses within a Modern Portfolio Theory framework; socially responsible (ESG) options can be incorporated when clients request them. Clients receive tailored investment policies and may impose reasonable restrictions, with discretionary trading authority used when agreed and financial planning deliverables provided at the client’s election.
Noteworthy for a solo practitioner with about $2.59 million in assets under management and roughly ten clients, the firm recently added retirement plan consulting for plan sponsors—a capability that is uncommon among similarly sized independent advisers—and also offers educational seminars and speaking engagements. These plan-level services and public education offerings are presented alongside individual wealth-management work and are supported by the principal’s prior institutional portfolio management experience and professional credentials.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Wealth management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Educators, Teachers, and Academics
Fee options
Project-Based Financial Planning fees range from $500 to $5,000, negotiable.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.55% $10,000,001+: 0.40%
Minimum fee: $1,500 minimum annual fee for Wealth Management services Fee-only: CJ Perry Financial is a fee-only firm; compensation solely from client fees, no commissions.
Main office location
CJ Perry Financial
Berywn PA, United States
Number of offices
1
Most active in
CJ Perry Financial has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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