Fee-only adviser · Round Rock, TX
Perry Investment Management, LLC
Perry Investment Management, LLC is a fee-only investment adviser registered with the securities regulator of Texas, with a mailing address in Round Rock, Texas (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 30, 2026, it reports $27M in regulatory assets under management, 50 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Texas |
|---|---|
| Firm CRD number | 150908 |
| Office | Round Rock, TX (mailing address; office not published) |
| Phone | (512) 524-6616 |
| Website | www.perryim.com |
| Regulatory assets under management | $27M |
| Individual clients | 47 non-high-net-worth, 3 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Round Rock
- TNT Asset Management, LLC $175M
- Davis & Wehrle, LLC $40M
- Argent Wealth Management, Inc. $172M
- Safe Landing Financial $12M
- Inked Investments $901K
- RIA Wealth Advisors, LLC $126M
See all 8 fee-only advisers in Round Rock →
Nearby
- Cedar Park 7 firms
- Georgetown 4 firms
- Austin 125 firms
- Leander 3 firms
- West Lake Hills 1 firm
- Lakeway 6 firms
- Bartlett 1 firm
- Bee Cave 1 firm
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