Question 1

What makes Perissos Private Wealth different from other Oklahoma advisors?

Accepted Answer

Perissos is a fee-based fiduciary firm led by an advisor who holds the CFA, CMT, and CFP® designations — a combination held by fewer than 1% of US advisors. The firm focuses on active drawdown management, designed to limit how much a portfolio loses during major market declines so retirement income is not permanently impaired.

Question 2

Who does Perissos Private Wealth work with?

Accepted Answer

Perissos serves Oklahoma families, pre-retirees and retirees, business owners, executives, and royalty-owning households across Bethany, Oklahoma City, Yukon, Mustang, Edmond, and the surrounding metro. Engagements typically begin with a no-obligation conversation.

Question 3

Is Perissos a fiduciary?

Accepted Answer

Yes. Perissos is an Oklahoma state-registered investment adviser operating under a fiduciary, fee-based model. The firm does not earn commissions on the investments inside client portfolios; compensation is fully disclosed in Form ADV before any engagement begins.

453 Trust Vs Installment Sale

More on 453 Trust Vs Installment Sale

Section 453, the Installment Sale, and the "453 Trust"