Brent Perry
Brent Perry is a registered investment advisor at Piedmont Financial Advisors, LLC, based in Indianapolis, IN, with 22 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Middle Income, and 2 more. Their firm serves 16 clients.
Compensation
Firm Size
IM Fee
Fee Structure
PFA offers an Open Retainer service for a fixed annual fee, paid quarterly. The minimum annual fee is $3,500. This service includes scheduled meetings (four to six in the initial year, two to three in renewal years) and additional consultations via email, phone, or in person. The fee covers a range of financial planning topics, including tax planning and preparation, investment review, goal setting, and estate planning review.
PFA offers a Financial Review, which is a two-hour meeting covering the client's three most critical areas of concern, with 30 days of email and telephone follow-up. The fee for a Financial Review is $750, with half due upon signing the agreement and the remaining amount due at the beginning of the appointment.
Contact
Brent Perry
Location
Indianapolis, IN
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Regulatory History (1)
Regulatory
July 2020Employment History
Current Registrations
Piedmont Financial Advisors, LLC
Previous Registrations
Sherman & Armbruster, P.C.
Conseco Equity Sales, INC.Broker
State Registrations1 state
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.
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