Anthea Perkinson
Anthea Perkinson is a CFP-designated registered investment advisor at Monterey Associates Financial Planning & Education, based in Pelham, NY, with 4 years of industry experience. Anthea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 40 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Initial Financial Review - $450 for a two-hour interactive session to assess and understand your current financial situation.
- Self-Employed Financial Planning Engagement - $500 for a two-hour engagement focused on budgeting, credit management, banking & borrowing strategies, debt management, income tax basics and retirement savings options.
- Comprehensive Financial Plan - $1,200 to $3,500 depending on the complexity of your situation and financial goals.
- Hourly Financial Planning - $200 per hour with a 1-hour minimum for help with specific financial issues or an annual review and update to your Comprehensive Financial Plan.
Location
Pelham, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Monterey Associates Financial Planning & Education
Previous Registrations
Blueprint Financial Planning LLC
State Registrations1 state
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