Perry Investment Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $200.”

Flat or project fee

$1,000⁠-⁠$10,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $1,000 and $10,000.”

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

How Perry Investment Management, LLC bills

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

• “Fees are payable within thirty (30) days following the end of each quarter.”
• “Fees and services are negotiable and may be waived under any circumstances in PIM's sole discretion.”
• “Clients will be billed in arrears each calendar quarter.”

How Perry Investment Management, LLC’s fees compare

• Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
• 1 of the 6 other planners in Round Rock that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Texas median of $3,850. 61% of the 401 other Texas planners that publish a flat or project fee charge less.
• 2 of the 6 other planners in Round Rock that publish a flat or project fee charge less.

About Perry Investment Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 2009 (17 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

50

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$27,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

150908

Website

perryim.com (opens in new tab)

Phone

(512) 524-6616

Other planners in Round Rock that publish fees

• Everyplan FinancialRound Rock$209/hr, $999⁠-⁠$8,000
• Greenbelt Investment Advisors, LLCRound Rock$150/hr
• Isf Advisory, LLCRound Rock$280/hr, $2,500⁠-⁠$3,000
• Majestic Oak Financial, LLCRound Rock$3,500⁠-⁠$10,000
• Maravi Capital ManagementRound Rock$200/hr
• Ridley Wealth ManagementRound Rock$3,000⁠-⁠$10,000

Compare all 16 planners in Round Rock