A complete list of active advisors currently associated with Perpetual Wealth Advisors, LLC

Warmer can help you find a great advisor at Perpetual Wealth Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Perpetual Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.