Perissos Private Wealth Management fees
Financial planner in Bethany, Oklahoma. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Perissos Private Wealth Management (Bethany, OK) charges $100-$300 an hour and a flat or project fee of $800-$10,000 for financial planning.
- Website: perissosprivatewealth.com (opens in new tab)
- Call (405) 212-9690
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change.
- Hourly rate
- $100-
$300/hr Runs from below the Oklahoma median of $250 to above it.
“We charge an hourly fee of $100-$300 for our portfolio consulting services, which is negotiable depending on the scope and complexity of the services to be rendered, your situation, and your financial objectives.”
- Flat or project fee
- $800-
$10,000 Runs from below the Oklahoma median of $3,000 to above it.
“Perissos charges a planning fee ranging between $800 and $10,000 for comprehensive or modular financial planning as described above.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
How Perissos Private Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “You will incur a pro-rata charge for services rendered prior to the termination of the portfolio management agreement, which means you will incur advisory fees only in proportion to the number of days in the quarter for which you are a client.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 190
- Works with
- Individuals, high net worth individuals, other investment advisers, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $167 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of June 2, 2026
- CRD number
- 217514 (opens in new tab)
- Phone
- (405) 212-9690
Registered or notice filed in 6 states: Florida, Louisiana, Nebraska, Oklahoma, Texas, Washington
More planners in Oklahoma that publish fees
- Axion Capital Markets, LLCOklahoma CityHourly $125-$150/hr
- Render Financial, LLCEdmondHourly $250/hr, Flat $1,500-$10,000
- Comprehensive Financial Planning IncOklahoma CityHourly $150/hr
- Styled WealthJenksHourly $350/hr, Quarterly $2,500/qtr
- Entrust Parable Capital, LLCEdmondHourly $120-$200/hr
- Triton Financial Group, IncOklahoma CityHourly up to $250/hr, Flat up to $2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.