What PFG Private Wealth Management does

PFG Private Wealth Management, LLC is a privately held, fee-only Registered Investment Advisor based in Lutz, Florida, serving individual clients (pre-retirees and retirees) and closely held and family-owned businesses primarily in the Tampa Bay market. The firm was founded by Robert M. Perry, who launched the predecessor insurance and financial services practice in Tampa after graduating from Wake Forest University in 1966, and is now led by his son Jeffrey D. Perry as President/CEO. The team of approximately nine named professionals — including four Financial Advisors, a Director of Financial Planning, a Client Service Manager, and a Client Services Representative — delivers advice across six integrated service pillars: Investment Management, Financial Planning, Estate Planning, Insurance, Business Planning, and Business Retirement Plans (including 3(21) and 3(38) fiduciary services for ERISA plans).

The firm's technology stack is assembled from third-party providers rather than proprietary systems. Client-facing tools comprise the PFG WealthLink web portal and mobile application (built on Orion Advisor) for 24/7 access to financial plans and portfolio performance, the PFG Private Wealth Portal (eMaplan) for financial data access, and Charles Schwab Alliance for custody and account servicing. Reporting is delivered through the Morningstar Client Portfolio Reporting Center. Distribution extends to a "Retirement Planning Redefined" podcast hosted by CFP John Teixeira and Nick McDevitt and distributed across Spotify, Apple Podcasts, iHeart, Amazon Music, and TuneIn, supplemented by an active blog, a "Refer A Friend" program, and community involvement across CASA, Idlewild Foundation, 13 Ugly Men Foundation, USF, Meals on Wheels of Tampa Bay, Trinity Security Allies, and Assure.

The business model is subscription/recurring in form via a fee-only AUM-based advisory structure that aligns firm compensation with client assets under management and eliminates product-sales commission conflicts. Customer acquisition is sales-led and direct: free initial consultations are offered with no obligation, followed by ongoing advisory engagements through face-to-face meetings, phone, email, and online appointment booking. No revenue, AUM, or fee-schedule figures are publicly disclosed, and the firm has no parent company, no venture capital backing, no subsidiaries, and no M&A history in the record.

Name

PFG Private Wealth Management

Legal name

PFG Private Wealth Management LLC

Website

https://pfgprivatewealth.com

Company type

Private

Founded year

1975

Operating status

Operating

Headcount range

1–10 employees

Short description

PFG Private Wealth Management, LLC is a privately held, fee-only Registered Investment Advisor in Lutz, Florida, providing investment management, financial planning, estate planning, insurance, and business planning services to pre-retirees, retirees, and closely held/family-owned businesses in the Tampa Bay market.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Retirement planning services
• Estate planning advisory

Headquarters

HQ city

Lutz

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Assets Under Management (AUM) Fees: As a Registered Investment Advisor, PFG Private Wealth Management charges a fee based on assets under management. This fee-only model aligns firm compensation directly with client goals and assets managed, eliminating conflicts of interest from product sales commissions.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

PFG Private Wealth Management is a fee-only Registered Investment Advisor (RIA) that delivers comprehensive wealth management to individuals and closely held/family owned businesses in the Tampa Bay, Florida area. Core offerings include investment management (risk-managed, diversified portfolios), financial planning (with digital planning tools), estate planning, insurance, business planning, and corporate retirement plans (401(k), SEP, SIMPLE IRA, Defined Benefit).

Product overview

PFG Private Wealth Management is a Registered Investment Advisor offering a suite of wealth management services centered around financial planning, investment management, estate planning, insurance, and business planning. The core offering consists of six integrated service areas: Investment Management (risk-managed, diversified portfolios), Financial Planning (comprehensive planning with daily account updates and digital tools), Estate Planning, Insurance, Business Planning, and Business Retirement Plans. Clients access services through digital platforms including PFG WealthLink (24/7 portal with financial plan and portfolio access), the PFG WealthLink Mobile App, and the PFG Private Wealth Portal. The firm also produces the Retirement Planning Redefined podcast as an educational resource.

Differentiator

Problem solved

Functional benefit

Brands

• PFG WealthLink: A client portal providing 24/7 access to financial plans and portfolio performance. Available as both a web portal and mobile app access.

Products and services

• Investment Management

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• Charles Schwab & CompanycoreTechnology or IntegrationCharles Schwab serves as the independent custodian for client accounts. Schwab sends monthly account statements and provides online access through Schwab Alliance platform for clients to view their accounts.
• MorningstarcoreTechnology or IntegrationMorningstar provides the Client Portfolio Reporting Center used by PFG to deliver portfolio analysis and reporting to clients.
• Orion AdvisorcoreTechnology or IntegrationOrion Advisor platform powers the PFG WealthLink advisor portal for client relationship management.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Carson Group: RIA and business coaching platform serving financial advisors and their closely-held business and individual clients. Comparable emphasis on business planning, retirement plan design, and advisor support technology.
• Edelman Financial Engines: Large fee-only RIA combining financial planning with workplace retirement plan services (401(k) advisory). Directly parallels PFG's dual focus on individual financial planning and business retirement plan administration.
• Mariner Wealth Advisors: National RIA providing financial planning, estate planning, tax, and business advisory services to individuals and closely held businesses. Comparable service portfolio and target client types, but at significantly larger scale.
• Creative Planning: Large, fee-only RIA offering comprehensive financial planning, investment management, estate planning, and business retirement plan services — same service mix as PFG but at national scale, serving as a reference point for the fee-only RIA model PFG operates in.

Direct peers

• Plancorp: Fee-only RIA providing comprehensive financial planning, investment management, and estate planning to individuals and families. Directly comparable service mix, fee structure, and client segmentation to PFG.
• Buckingham Strategic Wealth: Fee-only, planning-led RIA offering wealth management, retirement planning, and tax/estate services to individuals and business owners. Closely matches PFG's fee-only, fiduciary, planning-led model and target client profile.
• Sequoia Financial Group: Fee-only wealth advisory firm delivering financial planning, investment management, and retirement plan services to individuals and businesses. Comparable holistic planning approach and closely-held business focus.

Others

• Schwab Advisor Services: Institutional custody and trading platform for RIAs including PFG. Directly comparable and adjacent as PFG's existing custodian and a strategic infrastructure partner for fee-only RIA operations.
• Focus Financial Partners: Partnership model for independent, fee-only RIAs serving HNW individuals and families. Relevant as a potential acquirer or affiliation partner for firms like PFG seeking succession or scale solutions.
• Commonwealth Financial Network: Independent broker-dealer and RIA support platform providing custody, technology, and practice management to advisor-led wealth management firms — relevant ecosystem peer given PFG's reliance on Schwab/Orion/eMaplan infrastructure.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/pfgprivatewealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PFG Private Wealth Management