Vetted Advisor's Table

Todd Perry, CFP®, RMA- Retirement Management Advisor, CPWA®, CIMA®
Executive Wealth Management

Tel: 810-229-6446
135 W North Street Ste 1
Brighton, MI 48116
Executive Wealth Management | Financial Advisor in Brighton ,MI

Build. Defend. Advance.

About Todd Perry

Todd joined Executive Wealth Management in 2019. Prior to joining EWM, he worked as a Senior Financial Planner for an independent wealth management firm gaining extensive experience in financial planning and portfolio management. Todd's background also includes tax planning and preparation after having prepared returns for over ten years. He believes the integration between taxes and investments, and the proactive planning work involved, are a vital part of the wealth management process and has been previously quoted in the Wall Street Journal discussing the subject in an article titled, "Advisors Focus on 2013 Tax Plans".

Todd is a graduate of Central Michigan University and started in the financial services industry in 2005. In addition to the CFP® certification, he has also earned the Certified Investment Management Analyst and Certified Private Wealth Advisor designations. He currently resides in Brighton with his wife, Kristen. When not spending time with their three children, Todd enjoys hockey, golf and being involved in the Brighton community.

About Executive Wealth Management

Managing wealth is complex. We simplify it by providing retirement, investment, tax, and legal solutions to help you Live with Confidence.

At Executive Wealth Management, Todd serves as a Senior Private Wealth Advisor working directly with clients to develop and implement comprehensive financial plans that address their evolving goals and financial needs. Our firm helps clients in the areas of retirement planning, investment management, risk management, tax planning, estate planning, business succession planning, and charitable planning.

See Disclosures

Talk to an Advisor and GET ANSWERS »

General Information

Firm Start Year:   2006
No. of Employees:   50-99
Name of Custodial Firm:   Charles Schwab
States Licensed in:   76812
Number of Years with Current Firm:   4
Work Experience:   Started in the financial services industry in 2005. Todd has extensive experience in wealth management as well as tax planning and preparation.
Work with the following types of clients:   Individual Investors
Advisory Services Provided:   Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Advice & Consulting


Investment Types:   Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Bonds, Alternative Investments
Can meet clients in the following ways:   Your Home, Phone, Email, Your Office, Our Office, Video Conference, Our Offices

Qualifications & Memberships

Non-Financial Organization Memberships:   Rotary- Brighton, MI

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1%
Additional Details on Charges:   Our investment management fee starts at 1% and is tiered lower based on the assets that we manage. My focus is on advice, not product sales.
Minimum Fee Charged for Managed Accounts:   $5,000


Certified Private Wealth Advisor   Investments and Wealth Institute  - Yale School of Management
Certified Investment Management Analyst   Investments and Wealth Institute  - University of Pennsylvania
CFP Certification Professional Education Program   College for Financial Planning
BSBA, Supply Chain and General Management   Central Michigan University
Retirement Management Advisor   Investments and Wealth Institute

Financial Services

Financial Planning for Individuals

Executive Wealth Management (EWM) offers full financial planning services for our clients. Our relationship begins with a comprehensive financial plan that covers retirement and income planning, investments, tax planning and more. Financial plans are also updated on an annual basis at no additional cost.

401K Rollovers

401(k) and other retirement plans are often limited to a handfull of investment options and basic asset classes. Utilizing a 401(k) rollover allows access to other strategies (ETFs, Individual stocks, etc.) and investment vehicles not available inside the plan. Depending on what mutual fund classes are used in the plan, there may also be an opportunity to lower the overall fund expenses in the portfolio.

Portfolio Management

EWM Investment Solutions provides global market diversification through various strategies including tactical asset allocation models, individual stock models and fully invested strategic models. Downside protection strategies are also used for prolonged market declines.

Tax Advice and Services

Todd has over ten years of tax planning and preparation experience and has helped numerous clients navigate their tax situation during the distribution phase of their portfolio. During our analysis, we may suggest alternate patterns of withdrawal or contributions to retirement accounts like 401(k)s, IRAs, or Roth IRAs. We can also help you understand when it may be beneficial to consider Roth Conversions or harvest a capital gain or loss in taxable accounts. This type of planning can help proactively identify opportunities to save on taxes in retirement.

Retirement Planning

Retirement planning is complex. There's inflation, taxes, social security, health care costs and much more. How do you efficiently withdrawal from a portfolio in order to minimize taxes? Will I be in a lower tax bracket? Is a Roth conversion right for me? These are some of the questions that Todd can help guide you through. Since retirement is such a complex issue, professional help can be very valuable.

Investment Advice & Management

EWM also has the unique ability to manage employer sponsored retirement plans (401k, 403b, etc). This ensures your overall portfolio is coordinated and well-balanced. For more information, please see https://ewmadvisors.com/financial-services/401kgps


Why should I choose you as my financial advisor?

I am a Certified Financial Planner" (CFP®). I also went on to get additional investment management education (Certified Investment Management Analyst) as well as studied high net worth strategies (Certified Private Wealth Advisor). I pride myself is being fair, transparent and accessible.

What are your qualifications? What is your education background?

I enjoy helping my clients with strategies and efficiencies that work to transform a complex and disjointed financial life into a simplified, cohesive plan.

How are you compensated? How will I pay for your services?

Our fees are based on the assets that we manage. Our only incentive is to grow your portfolio.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

No, as part of our discretionary money management, Executive Wealth Management will make trades when appropriate in client's portfolios.

Will you be the only person working with me?

Although we do work as a team, I would be the main point of contact at the firm.



WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures



Registered Investment Advisor:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM

Communities Served

Ann Arbor Bloomfield Hills
Byron Chelsea
Clarkston Dexter
Farmington Fenton
Fowlerville Gaines
Gregory Hamburg
Hartland Highland
Holly Howell
Keego Harbor Lakeland
Linden Livonia
Milford New Hudson
Northville Novi
Pinckney Plymouth
Redford South Lyon
Southfield Stockbridge
Walled Lake Waterford
Webberville Whitmore Lake
Wixom Ypsilanti

Awards & Recognitions

Financial Times Top Advisers List for 2020

Social Networks

tweeter facebook linkedin

Nearby Financial Advisors View All Financial Advisors In Michigan