PERRYMAN FINANCIAL ADVISORY, INC.
SEC RegisteredDallas Financial Planner CFP
About the firm
Perryman Financial Advisory, Inc. is a Dallas-based financial planning and investment firm serving the needs of affluent individuals, their families, and their businesses. Their mission is to serve as a trusted advisor for clients as they accumulate, preserve, and transfer their wealth. The firm has built its client base since 1983 almost exclusively through satisfied referrals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment services, including wealth accumulation, preservation, and transfer
Who they serve
Affluent individuals, their families, and their businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 280 | $153M |
| High Net Worth Individuals | 230 | $838M |
| Charitable Organizations | 16 | $33M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $500,000 | 1.50% |
| $500,001 to $1,500,000 | 1.00% |
| $1,500,001 to $3,000,000 | 0.75% |
| Over $3,000,000 | 0.50% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PERRYMAN FINANCIAL ADVISORY, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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