Perennial Advisors Group, LLC

Perennial Advisors Group works with individuals (including high-net-worth clients), trusts, estates and charitable organizations, delivering fee-only wealth management, discretionary investment management, and financial planning. The firm manages roughly $397 million in discretionary client assets across its client relationships and also offers related services such as tax return preparation and standalone financial planning engagements.

The firm constructs tailored portfolios through ongoing personal contact and discretionary management, emphasizing a primarily long‑term approach while trading as needed to meet client objectives. Portfolios are typically built from diversified mutual funds (including funds from Dimensional Fund Advisors) and ETFs that follow a passive, asset‑class philosophy with low turnover, though individual stocks, bonds and legacy positions may be used for portfolio fit and tax considerations; the firm applies fundamental analysis as part of its due diligence.

Noteworthy aspects include a relatively small advisory team managing a substantial asset base, a strictly fee‑only structure with no commission or sales arrangements, and the inclusion of tax preparation or coordination in its wealth management offering. The firm also maintains legacy flat‑fee arrangements for some clients, recently reported a change in ownership and updated fee policies, and does not vote client proxies.