SD Perron & Co. Investment Services fees and pricing
Financial planner in Hypoluxo, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 1, 2026, SD Perron & Co. Investment Services charges an annual fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $500/yr
“Investment Services, Inc. is $25,000 of assets under management, which equates to an annual fee of $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How SD Perron & Co. Investment Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Services, Inc. are paid monthly in advance and are negotiable.”
- “Fees are prorated for accounts opened during the month.”
- “The client must consent in advance to direct debiting of their investment account.”
How SD Perron & Co. Investment Services’ fees compare
- Its annual fee of $500 is below the Florida median of $4,800. None of the 97 other Florida planners that publish an annual fee charge less.
About SD Perron & Co. Investment Services
“Investment Services, Inc. provides personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: EA.
- Founded: 1997 (29 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 14
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $1,797,864
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132592
- Phone
- (561) 540-2600
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
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.