William Perryman
William Perryman is a CFP-designated registered investment advisor at Perryman Financial Advisory, INC., based in Dallas, TX, with 42 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 452 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable in certain situations.
Fee Estimator
Location
12221 Merit Dr Ste 1660, Dallas, TX, 75251
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is on the District 6 Grievance Committee of the State Bar of Texas since 2019, receiving no compensation. This activity requires a few hours per week.
Employment History
Current Registrations
Perryman Financial Advisory, INC.
Perryman Securities, INC.Broker
Previous Registrations
Perryman Financial Advisory, INC.
Vogel Financial Advisors, LLC
Perryman Financial Advisory, INC.
Sws Financial ServicesBroker
Reed Securities Company, INC.Broker
T.L. Reed Securities, INC.Broker
Keogler, Morgan & Company, INC.Broker
Source Securities, INC.Broker
Securities Network, INC.Broker
Uan Investment CORP.Broker
Financial Network Investment CorporationBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.