Perennial Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$79,555,483
Clients
169
Advisors
3
across 3 offices
About
Perennial Wealth Advisors, LLC provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates and business entities. The firm manages about $80.6 million on behalf of roughly 169 clients and offers both project-based and ongoing planning alongside portfolio management.
PWA constructs portfolios using a strategic asset allocation approach grounded in Modern Portfolio Theory and employs fundamental analysis when selecting funds and issuers. The firm primarily allocates to ETFs, mutual funds and liquid alternative investments, tailors risk exposure through client conversations and planning, and conducts ongoing monitoring with at least annual reviews and semi‑annual or quarterly planning meetings as needed.
A distinctive feature is PWA’s publicly available newsletter series, “PWA Insights,” which the firm publishes on its website for clients and the general public as an educational and market commentary resource. The firm is a recently registered adviser (2024) operating with a small team whose supervised persons also serve as registered representatives of a broker‑dealer (Purshe Kaplan Sterling Investments) and hold insurance licenses, and PWA discloses procedures to manage the resulting conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting fees range from $500 to $10,000 for project-based planning and $1,000 to $3,000 annually for ongoing planning.
$0 - $1,000,000: 1.25% $1,000,001 - $4,000,000: 1.00% $4,000,001+: 0.90%
Certain supervised persons offer securities brokerage and insurance products under separate commission-based arrangements; commissions vary by product and are paid to supervised persons individually.
Main office
See office123 N 3rd St.
Canadian TX 79014
Advisors at this office
1
Offices (3)
Most active in
Colorado · Oklahoma · Texas
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
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. She holds a Series 66 designation and previously worked at Ameriprise from 2018 to 2024. Outside of her advisory role, Burrus co-owns a cattle grazing operation where she performs bookkeeping duties. Perennial Wealth Advisors, LLC provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm uses a strategic asset allocation approach grounded in Modern Portfolio Theory and primarily invests in ETFs, mutual funds, and liquid alternatives, offering ongoing monitoring and client-tailored risk management.
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 designations and has worked at Ameriprise and Purshe Kaplan Sterling Investments. Hedgecoke is also involved in real estate through Canadian River Properties, LP. Perennial Wealth Advisors, LLC provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm uses strategic asset allocation based on Modern Portfolio Theory, focusing on ETFs, mutual funds, and liquid alternative investments, and offers both project-based and ongoing planning alongside portfolio management.
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 prior experience at Ameriprise and several other advisory firms. Perennial Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory and fundamental analysis, primarily utilizing ETFs, mutual funds, and liquid alternative investments.
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