ToddPerry- Financial Advisor Brighton, MI

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About Todd Perry

Todd is an experienced wealth advisor who believes in the critical integration of tax planning and investment strategies as key components of effective wealth management. With a strong background in retirement planning and tax preparation, Todd brings a unique perspective to the financial planning process.

Prior to joining EP Wealth, he served as a Senior Private Wealth Advisor at Executive Wealth Management, where he worked closely with clients to develop personalized, holistic financial strategies.

A graduate of Central Michigan University, Todd began his career in financial services in 2005. In addition to holding the CERTIFIED FINANCIAL PLANNER" (CFP®) designation, Todd has earned the Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations, underscoring his expertise and commitment to the highest standards of financial planning.

Todd resides in Brighton with his wife, Kristen, and their three children. Outside of work, he enjoys playing hockey, golfing, and staying active in the Brighton community.

See Disclosures

General Information

Firm Start Year

1985

No. of Employees

500-999

CRD#

5795799

Firm CRD#

111147

Name of Custodial Firm

Charles Schwab & Fidelity

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Started in the financial services industry in 2005. Todd has extensive experience in wealth management as well as tax planning and preparation.

Work with the following types of clients

Individual Investors

Advisory Services Provided

Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, 401K Rollovers

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CIMA^®, CPWA^®, RMA

Non-Financial Organization Memberships

Rotary- Brighton, MI

Firm Information

Assets Managed by Firm

$31B

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1 to 1.25%

Minimum Fee Charged for Managed Accounts

$5,000

Education

BSBA, Supply Chain and General Management -

Central Michigan University
1999 -2003

CFP Certification Professional Education Program -

College for Financial Planning
2005 -2007

Certified Investment Management Analyst -

Investments and Wealth Institute
2009 -2009

Certified Private Wealth Advisor -

Investments and Wealth Institute
2018 -2018

Retirement Management Advisor -

Investments and Wealth Institute
2022 -2022

Disclosures

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Additional Detailed Disclosures
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Todd Perry

EP Wealth Advisors