Perennial Advisors Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Fee options
Financial planning stand-alone fixed fee of $5,000; some legacy clients pay flat Wealth Management fees up to $35,000 annually.
Up to 1.50% annually, tiered graduated fee schedule (exact tiers not specified)
Account minimum: $500,000 Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Main office
See office270 Littleton Road, Suite 19
Westford MA 01886
Advisors at this office
2
Offices (2)
Most active in
Maine · Massachusetts · New Hampshire · Texas
Also doing business as
Carpenter Associates · Carpenter, David Allan · Perennial Advisors Group, 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.
Advisors at this firm
Kelsey B
CFP®, Series 65
Westford, MA
Perennial Advisors Group, LLC
Kelsey Brennan is a CFP® and holds a Series 65 license, with eight years of experience in financial advising. She has been with Perennial Advisors Group, LLC since 2015. Perennial Advisors Group provides fee-only wealth management, discretionary investment management, and financial planning services primarily to individuals, trusts, estates, and charitable organizations. The firm emphasizes a long-term, asset-class-based investment approach using diversified mutual funds and ETFs, combined with fundamental analysis and personal client contact.
Tyler D
CFP®, Series 65
Westford, MA
Perennial Advisors Group, LLC
Tyler Dostie is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Perennial Advisors Group, LLC since 2022. Prior to this, he worked at McCurdy Investments LLC and held roles at Nichols College and Natanis Golf Course. Perennial Advisors Group provides fee-only wealth management, discretionary investment management, and financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $397 million in discretionary client assets, focusing on long-term, diversified portfolios primarily composed of mutual funds and ETFs, supplemented by fundamental analysis and tailored portfolio adjustments.
David C
North Chatham, MA
Perennial Advisors Group, LLC
David Carpenter is a financial advisor at Perennial Advisors Group, LLC with 27 years of industry experience. He has been with Perennial Advisors Group since 1998. Perennial Advisors Group serves individuals, including high-net-worth clients, trusts, estates, and charitable organizations, providing fee-only wealth management, discretionary investment management, and financial planning. The firm manages approximately $397 million in discretionary client assets and emphasizes a long-term, primarily passive investment approach combined with fundamental analysis and personalized portfolio construction.
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