CJ Perry Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
Berywn PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Cj Perry Financial · Cj Perry Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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