PERSPECTIVE WEALTH PARTNERS, LLC
SEC RegisteredOur mission is to help our clients live meaningful lives.
About the firm
Perspective Wealth takes a broad and comprehensive approach to wealth management, helping clients generate financial plans that match their goals and tailor investment portfolios that align with their plans. The firm operates as a fiduciary, charging fees based on a percentage of assets under management with no commissions or proprietary products. Their integrated approach spans investment advising, financial planning, tax planning, college savings, insurance, charitable gifting, and concentrated stock planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management including financial planning, investment portfolio management, tax planning, college savings, insurance needs identification, charitable gifting, concentrated stock planning, Roth IRA conversions, deferred compensation evaluation, social security planning, family gifting, tax-loss harvesting, and periodic rebalancing.
Who they serve
Clients seeking comprehensive wealth management, including those with major life events, and younger family members beginning their financial journey.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 90 | $37M |
| High Net Worth Individuals | 183 | $802M |
| State/Municipal Entities | 18 | — |
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 $1,500,000 | 1.00% |
| $1,500,001 to $3,000,000 | 0.75% |
| $3,000,001 to $6,000,000 | 0.50% |
| $6,000,001 to $12,000,000 | 0.35% |
| $12,000,001 to $24,000,000 | 0.25% |
| $24,000,001 and above | 0.15% |
| Education Plan Assets (529) and Donor Advised Fund Assets | 0.25% |
Data as of February 20, 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. PERSPECTIVE WEALTH PARTNERS, LLC 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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