A complete list of active advisors currently associated with Pers Pro
Warmer can help you find a great advisor at Pers Pro or one who fits your needs even better.
PERS Pro LLC is a state-registered, fee-only advisory firm run by a sole principal that provides comprehensive financial planning and related services. Its client base is focused on individuals—particularly mid- to late-career state employees and public pension participants—and the firm offers planning, implementation support, periodic plan updates with integrated tax preparation, retirement checkups, and educational content. The firm’s work is structured around a multi-step, client-driven financial planning process that culminates in written recommendations and optional implementation and update services. For investment advice it favors a passive, long-term, index-based approach (ETFs and index funds) and provides asset-allocation guidance while clients retain custody and manage their own investment accounts. PERS Pro’s business model is notable among its independent peers because it does not provide portfolio management for individual client accounts and does not charge percentage-of-assets fees, instead operating on flat fees for discrete services. It also offers several specialized and less-common offerings for a small firm—dedicated coaching on PERS pension decisions, standalone retirement checkups, tax-preparation as an add-on, and pro-bono or educational outreach tied to local public-school partnerships.
To learn more about the advisors currently working at Pers Pro, 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 |
|---|---|---|
Vancleave, MS
| 0
|
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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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