Pers Pro
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
PERS Pro provides fee-only financial planning and implementation services to individuals, with a stated focus on mid- to late-career state employee professionals. The firm does not act as a custodian or provide discretionary investment management; clients retain and manage their own investment accounts while PERS Pro assists with plan development, implementation tasks, and educational materials.
The firm’s investment guidance emphasizes a passive, long-term buy-and-hold approach, recommending broad asset allocation implemented through low-cost index mutual funds and ETFs and avoiding market timing or active security selection. Financial plans are tailored to each client’s goals, risk tolerance, and tax considerations, with optional follow-up implementation assistance and periodic plan updates.
What is distinctive about PERS Pro is its use of a fixed‑fee model rather than percentage-of-assets-under-management, an uncommon billing approach for firms in its category. The firm is recently established, produces pro‑bono educational content (including videos and podcasts), and offers targeted pro‑bono planning to select teachers, alongside defined monthly implementation support and structured plan-update services.
Client services
Financial planning
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
General tax planning
Occupation focus
Government Employee
Demographic focus
Mid-Career Professionals
Fee options
Financial Planning Services: $4,030 flat fee; Financial Plan Implementation: $310 per month; Financial Plan Update: $1,240 flat fee
Fee-only: Financial Planning Services: $4,030 flat fee; Financial Plan Implementation: $310 per month; Financial Plan Update: $1,240 flat fee
Main office location
Pers Pro
Vancleave MS, United States
Number of offices
1
Most active in
Pers Pro has reported serving >5 clients in these states in the last 12 months.
Mississippi
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
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