Perennial Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“These fees are negotiable, but range from $500 to $10,000 for project-based planning and $1,000 to $3,000 ongoing planning (a higher fee is generally charged for the first year), depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Perennial Wealth Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “For project-based services PWA requires one-half of the fee payable upon execution of the Advisory Agreement.”
• “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”
• “Ongoing services are charged as described in the investment management section, below (quarterly, in advance).”

How Perennial Wealth Advisors, LLC’s fees compare

• Its flat or project fee of $500-$10,000 spans the Texas median of $3,850. 59% of the 401 other Texas planners that publish a flat or project fee charge less.

About Perennial Wealth Advisors, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

169

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and newsletters and publications

Assets managed

$80,600,131

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329913

Website

thepwa.com (opens in new tab)

Phone

(806) 323-4046

Can advise clients in 3 states: Colorado, Oklahoma, Texas

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• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
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