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Mary Perry

Whitwell Advisors
28 Years of Experience
Summerville, SC
View SEC Summary
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Mary Perry is a registered investment advisor at Whitwell Advisors, based in Summerville, SC, with 28 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 337 clients with $120M in assets under management.

Whitwell Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
337 clients
Average Client Portfolio
$347K average
Assets Under Management
$116.8M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard fee is 1.00% annually, billed monthly in arrears. The firm reserves the right to charge up to 3.00% of the value of your portfolio or up to 1.50% for non-traditional structures. Accounts consisting solely of low-risk money market and short-term government bond funds receive a discounted rate of 0.25%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Summerville, SC

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Whitwell Advisors
July 2026 - Present · 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
November 2011 - February 2025 · 13 yrs 3 mos
Wells Fargo Advisors
July 2011 - February 2025 · 13 yrs 7 mos
Dixon Hughes Goodman Wealth Advisors LLC
March 2008 - July 2011 · 3 yrs 4 mos
Wachovia Securities, LLCBroker
February 2004 - February 2006 · 2 yrs
Wachovia Securities, LLC
February 2004 - February 2006 · 2 yrs
Merrill Lynch Pierce Fenner & Smith INC.
January 1996 - January 2004 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1994 - January 2004 · 9 yrs 3 mos
State Registrations8 states
CAFLHINVSCTXVAWA
Advisor

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.

Exams
No exam information available for this advisor.
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