What services does Perissos provide?

Perissos integrates financial planning, investment management, retirement planning, tax-aware planning, estate planning coordination, Social Security planning, and Medicare planning into a single coordinated process — sometimes described as a family-office framework.

How is Perissos compensated?

Perissos is fee only and does not earn commissions on investments inside managed portfolios. The advisory fee is disclosed in Form ADV and reviewed before any engagement begins so clients understand exactly how the firm is paid.

Does Perissos coordinate with my CPA and estate attorney?

Yes. Perissos works alongside qualified tax and legal professionals to keep planning decisions aligned. The firm does not file tax returns or draft legal documents; it ensures everyone is working from the same plan.

Is Perissos Private Wealth a fiduciary?

Yes. Perissos Private Wealth Management is an Oklahoma state-registered investment adviser, and we are held to the fiduciary standard at all times. That means every recommendation must be made in your best interest — not ours, not a parent broker-dealer's, and not a product sponsor's. We do not earn commissions on investment products, we do not accept revenue-sharing, and our compensation is fully disclosed in our Form ADV. The fiduciary obligation is the foundation of every plan we build and every portfolio decision we make.

What is the minimum to work with Perissos?

Our typical client relationship begins around $500,000 of investable assets, but the minimum is not a hard wall. We focus on whether we can deliver real value to your situation: integrated financial planning, active investment management, tax-aware decisions, and estate coordination. Pre-retirees, retirees, business owners, and royalty-owning families with growing complexity often fit well even before they hit the typical asset threshold. The right starting point is a no-obligation conversation so we can both decide whether the engagement makes sense.

How does Perissos charge for wealth management?

We are a fee only fiduciary firm. The vast majority of our compensation comes from a transparent, asset-based advisory fee billed quarterly on the assets we manage for you. We do not earn commissions on the investments inside your portfolio, and we do not mark up the funds or strategies we use. Specific fee schedules, breakpoints, and any other compensation are disclosed in our Form ADV Part 2A, which we provide before any engagement begins so you see exactly what you'll pay and why.

Do you serve clients outside Oklahoma City?

Yes. While our office is in Bethany and most of our clients live in the Oklahoma City metro — Bethany, Yukon, Mustang, Edmond, and surrounding suburbs — we serve clients across the state of Oklahoma and in select other states where we are properly registered or notice-filed. We work with out-of-area clients through secure video meetings, encrypted document exchange, and an annual in-person review when geography allows. If you've moved out of state and want to keep the relationship, we'll confirm registration and walk you through next steps.

What types of clients do you typically serve?

We typically serve three groups: pre-retirees and retirees who want their portfolios actively managed against drawdown risk, business owners navigating exit planning and concentrated-stock decisions, and royalty-owning families managing irregular income from oil, gas, or mineral interests. The common thread is complexity — multiple income sources, tax exposure, estate concerns, and a real need to coordinate planning with investments. If your financial life requires more than a generic 60/40 portfolio and an annual checkup, we're built for you.

What We Offer

Comprehensive Wealth Management Services

Bringing the Family Office Framework to all — we integrate every piece of your financial picture into a cohesive strategy tailored to your needs.

Professional Investment Management

We do not believe in 'Buy and Hold' investing. We believe economic environments change through time, and therefore asset allocation must be fluid to take advantage of opportunities in markets and help minimize portfolio losses.

Active portfolio management with risk focus
Disciplined decision-making process
Designed to help reduce portfolio drawdown
Seeks to participate in upside while managing downside risk

Investment management and portfolio planning at Perissos Private Wealth

Comprehensive Financial Planning

A well-thought-out Financial Plan is a blueprint that helps guide your decisions now and in the future, which provides confidence and peace-of-mind. We craft personalized plans tailored to your unique goals and circumstances.

Personalized financial roadmap
Goal-based planning strategies
Regular plan reviews and adjustments
Integration with tax and estate planning

Comprehensive financial planning strategy at Perissos Private Wealth

Tax Planning & Optimization

Tax planning is one of the most overlooked pieces of financial planning. We partner with seasoned CPAs and our dedicated in-house CPA consultant to seamlessly integrate tax planning into your comprehensive financial strategy.

Strategic tax minimization strategies
Partnership with experienced CPAs
In-house CPA consultant integration
Proactive tax-saving opportunities

Tax planning and optimization guidance at Perissos Private Wealth

Estate Planning

We believe a solid retirement plan begins with a solid Estate Plan. A properly structured Estate Plan can avoid probate, provide Powers of Attorney, keep your estate private, and ensure your wishes are carried out.

Wills and Revocable Trust guidance
Powers of Attorney documentation
Probate avoidance strategies
Generational wealth preservation

Estate planning and legacy strategy at Perissos Private Wealth

Retirement Planning

Moving into retirement is one of life's most significant transitions. We help you feel excited about this milestone — not anxious about your future finances — through comprehensive retirement strategies.

Retirement income planning
Social Security optimization
Healthcare cost planning
Withdrawal strategy development

Retirement planning and income strategy at Perissos Private Wealth

Family Office Services

At Perissos, we understand the unique needs of affluent families. Our comprehensive family office services provide holistic financial solutions, integrating tax planning, estate planning, financial planning, and asset management.

Holistic wealth management
Multi-generational planning
Coordinated professional team
Streamlined financial oversight

Family office wealth coordination at Perissos Private Wealth

Frequently Asked Questions

The answers Oklahoma families ask us most before becoming Perissos clients.

Is Perissos Private Wealth a fiduciary?: Yes. Perissos Private Wealth Management is an Oklahoma state-registered investment adviser, and we are held to the fiduciary standard at all times. That means every recommendation must be made in your best interest — not ours, not a parent broker-dealer's, and not a product sponsor's. We do not earn commissions on investment products, we do not accept revenue-sharing, and our compensation is fully disclosed in our Form ADV. The fiduciary obligation is the foundation of every plan we build and every portfolio decision we make.
What is the minimum to work with Perissos?: Our typical client relationship begins around $500,000 of investable assets, but the minimum is not a hard wall. We focus on whether we can deliver real value to your situation: integrated financial planning, active investment management, tax-aware decisions, and estate coordination. Pre-retirees, retirees, business owners, and royalty-owning families with growing complexity often fit well even before they hit the typical asset threshold. The right starting point is a no-obligation conversation so we can both decide whether the engagement makes sense.
How does Perissos charge for wealth management?: We are a fee only fiduciary firm. The vast majority of our compensation comes from a transparent, asset-based advisory fee billed quarterly on the assets we manage for you. We do not earn commissions on the investments inside your portfolio, and we do not mark up the funds or strategies we use. Specific fee schedules, breakpoints, and any other compensation are disclosed in our Form ADV Part 2A, which we provide before any engagement begins so you see exactly what you'll pay and why.
Do you serve clients outside Oklahoma City?: Yes. While our office is in Bethany and most of our clients live in the Oklahoma City metro — Bethany, Yukon, Mustang, Edmond, and surrounding suburbs — we serve clients across the state of Oklahoma and in select other states where we are properly registered or notice-filed. We work with out-of-area clients through secure video meetings, encrypted document exchange, and an annual in-person review when geography allows. If you've moved out of state and want to keep the relationship, we'll confirm registration and walk you through next steps.
What types of clients do you typically serve?: We typically serve three groups: pre-retirees and retirees who want their portfolios actively managed against drawdown risk, business owners navigating exit planning and concentrated-stock decisions, and royalty-owning families managing irregular income from oil, gas, or mineral interests. The common thread is complexity — multiple income sources, tax exposure, estate concerns, and a real need to coordinate planning with investments. If your financial life requires more than a generic 60/40 portfolio and an annual checkup, we're built for you.

Let's Build Your Financial Strategy

Every client's situation is unique. Schedule a consultation to discuss how our integrated approach can work for you.