Perpetual Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$92,298,558
Total clients
44
75% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
44
Average account size
$2,097,695
About
Perpetual Wealth Advisors is a fee-only, owner-operated advisory firm that serves individuals and couples and does not impose a formal asset minimum. The firm provides comprehensive financial planning (using a structured PRETIRE process), discretionary asset management, ongoing decision support, limited-scope consulting, and tax preparation services for clients.
The firm builds target asset allocations through its planning process and implements diversified model portfolios (generally 80–100% in broad allocations) using low-cost ETFs and mutual funds, with up to 20% available for more specific ideas. It also employs derivative instruments and related strategies in client accounts — including equity/index options for covered calls and hedging, ETNs and structured notes, and occasional short sales — and emphasizes tax-aware asset location and discretionary rebalancing.
Compared with many small independent advisers, the firm maintains regular quarterly client reporting and periodic checkups as part of its service cadence and can prepare standard individual tax returns for clients or work directly with clients’ tax preparers. The firm is run by a single, credentialed CFP professional who has experience teaching CFP coursework, and it manages roughly $92 million across a relatively small client base, which supports individualized attention.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
General retirement planning
General tax planning
Wealth management
Passive / index investing
Options & derivatives strategies
Fee options
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
Main office location
Perpetual Wealth Advisors, LLC
Waxhaw NC, United States
Number of offices
1
Most active in
Perpetual Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Georgia · Minnesota · North Carolina · Texas
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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