Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
819 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.3B

Fee Structure

Minimum Annual Fee:$2,000
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Location

13 Wolf Creek, Suite 2, Swansea, IL, 62226

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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
Archford Capital Strategies, LLC
April 2025 - Present · 10 mos
State Registrations2 states
ILMO
Advisor
Exams
No exam information available for this advisor.
John Joseph Perry - Financial Advisor | TrueAdvisor