A complete list of active advisors currently associated with Perry D. Reed & Company, P.C.
Warmer can help you find a great advisor at Perry D. Reed & Company, P.C. or one who fits your needs even better.
Perry D. Reed & Company, P.C. is a certified public accounting firm that provides tax consulting, tax planning, and comprehensive tax preparation and filing for businesses and individual clients. When clients need investment services the firm acts as an introducer, referring needs such as trusts, estates, investment companies, senior-adult care matters, and pension plans to third-party broker-dealers. The firm is registered as an investment adviser restricted to solicitor activities and does not provide portfolio management, custody, discretionary authority, or account review for referred clients. Instead it participates in referral programs with firms such as Stifel, Wells Fargo Advisors, and Morgan Stanley, receiving a share of the fees those firms charge; the firm itself does not use percentage-of-assets-under-management fee billing. This practice is notable for being a solo-practitioner CPA practice that devotes virtually all of its time to public accounting (reported as 99.99%) and maintains its investment-adviser registration solely to introduce clients to broker-dealers. Compared with many supported advisers, it does not offer direct individual portfolio management or typical AUM-based billing, relying instead on fee-sharing referral arrangements for client investment needs.
To learn more about the advisors currently working at Perry D. Reed & Company, P.C., 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.
Name |
Location |
Years of experience |
|---|---|---|
Longview, TX
| 22
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")