Perennial Wealth Advisors, LLC

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Client assets under management

$79,555,483

Clients

169

12% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$470,743

About

Perennial Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates and certain business entities, serving both high‑net‑worth and non‑HNW clients. The firm combines standalone planning engagements with comprehensive wealth management that integrates investment oversight and ongoing planning support.

The firm manages portfolios using a strategic asset allocation framework grounded in Modern Portfolio Theory, primarily allocating to ETFs, mutual funds and select liquid alternatives, and conducts regular reviews with clients (annual reviews plus semi‑annual or quarterly planning meetings as appropriate). PWA also advises on held‑away assets such as variable annuity/life subaccounts and employer‑sponsored plans, and tailors portfolios to client risk tolerance, time horizon and liquidity needs.

Distinctive features include a publicly available, regularly published newsletter series (“PWA Insights”) distributed to clients and the general public for educational market commentary and planning reminders, a practice relatively uncommon among peers. The firm also recommends and conducts due diligence on liquid alternative and privately placed investments for appropriate clients and discloses affiliate relationships (brokerage and insurance activities of certain supervised persons) that it says are managed through firm policies.

Client services

Financial planning Portfolio management Newsletters or periodicals

Expertise

Wealth management Tax strategies for small businesses College savings (529s, UTMA, etc.) Private / alternative investments

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $4,000,000: 1.00% $4,000,001+: 0.90%

Commissions

Certain supervised persons offer securities brokerage and insurance products under separate commission-based arrangements

Other

Fee-only: Financial planning and consulting fees range from $500 to $10,000 for project-based planning and $1,000 to $3,000 for ongoing planning

Main office location

Perennial Wealth Advisors, LLC

123 N 3 Rd St.

Canadian TX 79014, United States

Number of offices

Most active in

Oklahoma · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (806) 323-4046

Advisors at this firm

Kinsey B

Series 66

Canadian, TX

Perennial Wealth Advisors, LLC

Kinsey Burrus is a financial advisor at Perennial Wealth Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, LLC. Outside of his advisory role, Burrus co-owns a cattle grazing operation and is involved in managing inherited real estate and mobile home park holdings. Perennial Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and certain business entities. The firm employs a strategic asset allocation framework focused on ETFs, mutual funds, and select liquid alternatives, offering regular client reviews and tailored portfolio management.

Wealth management Tax strategies for small businesses College savings (529s, UTMA, etc.) Private / alternative investments Founder/Business Owner

Edward H

Series 63, Series 65

Amarillo, TX

Perennial Wealth Advisors, LLC

Edward Hedgecoke is a financial advisor at Perennial Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, LLC and Purshe Kaplan Sterling Investments. Outside of advising, he has been involved in managing a rental property and an RV park through Canadian River Properties, LP since 2010. Perennial Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and certain business entities. The firm serves both high-net-worth and non-HNW clients, using a strategic asset allocation framework and regularly publishing a newsletter series for educational market commentary.

Wealth management Tax strategies for small businesses College savings (529s, UTMA, etc.) Private / alternative investments Founder/Business Owner

Brock H

CFP®, Series 66

Houston, TX

Perennial Wealth Advisors, LLC

Brock Hedgecoke is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Perennial Wealth Advisors, LLC and has previously worked at Ameriprise Financial Services, LLC and several other advisory firms. Perennial Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and certain business entities. The firm serves both high-net-worth and non-HNW clients, using a strategic asset allocation framework primarily focused on ETFs, mutual funds, and select liquid alternatives.

Wealth management Tax strategies for small businesses College savings (529s, UTMA, etc.) Private / alternative investments Founder/Business Owner

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